Evanson Financial LLC Acquires Shares of 611,465 Dimensional US Large Cap Value ETF $DFLV

Evanson Financial LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 611,465 shares of the company’s stock, valued at approximately $24,177,000. Dimensional US Large Cap Value ETF makes up 1.2% of Evanson Financial LLC’s investment portfolio, making the stock its 22nd largest holding. Evanson Financial LLC owned approximately 0.38% of Dimensional US Large Cap Value ETF at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Private Wealth Asset Management LLC bought a new position in Dimensional US Large Cap Value ETF during the fourth quarter valued at approximately $29,000. Vermillion Wealth Management Inc. raised its holdings in shares of Dimensional US Large Cap Value ETF by 58.4% during the 1st 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. Angeles Wealth Management LLC purchased a new stake in shares of Dimensional US Large Cap Value ETF during the 1st quarter worth approximately $41,000. O Shaughnessy Asset Management LLC bought a new position in shares of Dimensional US Large Cap Value ETF during the 4th quarter valued at approximately $55,000. Finally, Wells Fargo & Company MN boosted its position in shares of Dimensional US Large Cap Value ETF by 1,117.8% during the 4th quarter. Wells Fargo & Company MN now owns 2,192 shares of the company’s stock valued at $75,000 after acquiring an additional 2,012 shares during the last quarter.

Dimensional US Large Cap Value ETF Stock Performance

DFLV stock opened at $41.34 on Friday. The firm has a fifty day moving average price of $39.93 and a 200 day moving average price of $37.91. Dimensional US Large Cap Value ETF has a fifty-two week low of $30.98 and a fifty-two week high of $41.58. The firm has a market cap of $6.87 billion, a PE ratio of 15.63 and a beta of 0.78.

Dimensional US Large Cap Value ETF Company Profile

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.