Everest Financial Group LLC Invests $616,000 in Dimensional US Large Cap Value ETF $DFLV

Everest Financial Group LLC purchased a new position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 17,264 shares of the company’s stock, valued at approximately $616,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of DFLV. Savant Capital LLC raised its stake in Dimensional US Large Cap Value ETF by 11.1% during the fourth quarter. Savant Capital LLC now owns 17,497,390 shares of the company’s stock valued at $598,586,000 after buying an additional 1,743,828 shares in the last quarter. Corient Private Wealth LLC grew its position in shares of Dimensional US Large Cap Value ETF by 21.4% in the 4th quarter. Corient Private Wealth LLC now owns 6,263,508 shares of the company’s stock worth $214,275,000 after acquiring an additional 1,106,051 shares in the last quarter. Coldstream Capital Management Inc. grew its position in shares of Dimensional US Large Cap Value ETF by 4.4% in the 4th quarter. Coldstream Capital Management Inc. now owns 4,440,601 shares of the company’s stock worth $151,913,000 after acquiring an additional 187,912 shares in the last quarter. Cetera Investment Advisers grew its position in shares of Dimensional US Large Cap Value ETF by 58.0% in the 1st quarter. Cetera Investment Advisers now owns 3,667,210 shares of the company’s stock worth $130,956,000 after acquiring an additional 1,345,977 shares in the last quarter. Finally, Truepoint Inc. increased its holdings in shares of Dimensional US Large Cap Value ETF by 8.3% in the 4th quarter. Truepoint Inc. now owns 3,410,368 shares of the company’s stock valued at $116,669,000 after acquiring an additional 261,009 shares during the last quarter.

Dimensional US Large Cap Value ETF Trading Up 0.7%

DFLV stock opened at $40.61 on Friday. The firm has a market cap of $6.69 billion, a P/E ratio of 15.63 and a beta of 0.79. Dimensional US Large Cap Value ETF has a 12-month low of $30.65 and a 12-month high of $40.71. The stock’s 50 day simple moving average is $39.53 and its 200 day simple moving average is $37.54.

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.