Avior Wealth Management LLC Increases Stock Holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Avior Wealth Management LLC increased its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 84.9% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 132,408 shares of the company’s stock after acquiring an additional 60,807 shares during the period. Avior Wealth Management LLC owned approximately 0.21% of Dimensional US Large Cap Value ETF worth $3,976,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Bank of Montreal Can lifted its position in shares of Dimensional US Large Cap Value ETF by 11.3% during the second quarter. Bank of Montreal Can now owns 793,336 shares of the company’s stock worth $23,110,000 after purchasing an additional 80,273 shares in the last quarter. Wescott Financial Advisory Group LLC increased its stake in Dimensional US Large Cap Value ETF by 20.2% during the 2nd quarter. Wescott Financial Advisory Group LLC now owns 382,067 shares of the company’s stock worth $11,046,000 after buying an additional 64,081 shares during the period. Creative Planning lifted its holdings in Dimensional US Large Cap Value ETF by 205.8% in the 2nd quarter. Creative Planning now owns 54,593 shares of the company’s stock worth $1,578,000 after buying an additional 36,739 shares in the last quarter. NewEdge Advisors LLC boosted its position in Dimensional US Large Cap Value ETF by 3.9% in the 2nd quarter. NewEdge Advisors LLC now owns 1,019,956 shares of the company’s stock valued at $29,487,000 after buying an additional 38,746 shares during the last quarter. Finally, EP Wealth Advisors LLC boosted its position in Dimensional US Large Cap Value ETF by 16.6% in the 2nd quarter. EP Wealth Advisors LLC now owns 2,665,035 shares of the company’s stock valued at $77,046,000 after buying an additional 380,053 shares during the last quarter.

Dimensional US Large Cap Value ETF Stock Performance

Shares of NYSEARCA DFLV opened at $31.38 on Thursday. Dimensional US Large Cap Value ETF has a 1 year low of $26.88 and a 1 year high of $32.78. The stock’s 50-day simple moving average is $31.11 and its 200-day simple moving average is $30.60. The firm has a market cap of $2.01 billion, a price-to-earnings ratio of 13.15 and a beta of 0.78.

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.