Acorn Financial Advisory Services Inc. ADV Has $2.24 Million Stock Holdings in Dimensional US Large Cap Value ETF $DFLV

Acorn Financial Advisory Services Inc. ADV lifted its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 877.8% during the first quarter, HoldingsChannel reports. The firm owned 62,659 shares of the company’s stock after buying an additional 56,251 shares during the quarter. Acorn Financial Advisory Services Inc. ADV’s holdings in Dimensional US Large Cap Value ETF were worth $2,238,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Sterling Financial Planning Inc. increased its position in shares of Dimensional US Large Cap Value ETF by 1.1% in the 4th quarter. Sterling Financial Planning Inc. now owns 27,119 shares of the company’s stock valued at $928,000 after buying an additional 303 shares in the last quarter. Strategent Financial LLC lifted its holdings in Dimensional US Large Cap Value ETF by 0.4% during the first quarter. Strategent Financial LLC now owns 94,883 shares of the company’s stock worth $3,388,000 after acquiring an additional 346 shares in the last quarter. Vermillion Wealth Management Inc. lifted its holdings in Dimensional US Large Cap Value ETF by 58.4% during the first quarter. Vermillion Wealth Management Inc. now owns 974 shares of the company’s stock worth $35,000 after acquiring an additional 359 shares in the last quarter. Stratos Wealth Partners LTD. lifted its holdings in Dimensional US Large Cap Value ETF by 4.9% during the fourth quarter. Stratos Wealth Partners LTD. now owns 7,832 shares of the company’s stock worth $268,000 after acquiring an additional 364 shares in the last quarter. Finally, RAM Investment Partners LLC grew its stake in Dimensional US Large Cap Value ETF by 4.2% in the fourth quarter. RAM Investment Partners LLC now owns 9,149 shares of the company’s stock valued at $313,000 after acquiring an additional 366 shares during the period.

Dimensional US Large Cap Value ETF Trading Down 0.4%

Shares of NYSEARCA DFLV opened at $39.54 on Wednesday. The company has a fifty day moving average price of $38.75 and a 200 day moving average price of $36.85. The firm has a market cap of $6.14 billion, a PE ratio of 15.63 and a beta of 0.80. Dimensional US Large Cap Value ETF has a 1-year low of $30.65 and a 1-year high of $40.25.

About Dimensional US Large Cap Value ETF

The Dimensional US Large Cap Value ETF (DFLV) is an exchange-traded fund that mostly invests in large cap equity. The fund is actively managed to hold a broad and diversified selection of US large-cap companies of any sector that exhibit value characteristics. Portfolio holdings are weighted by market capitalization DFLV was launched on Dec 6, 2022 and is managed by Dimensional.