Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) is Phillips Financial Management LLC’s 10th Largest Position

Phillips Financial Management LLC boosted its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 30.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,138,494 shares of the company’s stock after buying an additional 268,238 shares during the period. Dimensional US Large Cap Value ETF accounts for approximately 2.7% of Phillips Financial Management LLC’s holdings, making the stock its 10th largest holding. Phillips Financial Management LLC owned approximately 1.77% of Dimensional US Large Cap Value ETF worth $34,189,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of DFLV. Savant Capital LLC increased its holdings in shares of Dimensional US Large Cap Value ETF by 63.5% in the 4th quarter. Savant Capital LLC now owns 6,840,022 shares of the company’s stock valued at $205,406,000 after acquiring an additional 2,655,670 shares during the last quarter. EP Wealth Advisors LLC raised its position in Dimensional US Large Cap Value ETF by 29.9% during the third quarter. EP Wealth Advisors LLC now owns 3,462,912 shares of the company’s stock valued at $106,692,000 after buying an additional 797,877 shares during the period. Avantax Advisory Services Inc. raised its position in Dimensional US Large Cap Value ETF by 36.4% during the fourth quarter. Avantax Advisory Services Inc. now owns 1,320,933 shares of the company’s stock valued at $39,668,000 after buying an additional 352,704 shares during the period. Kelly Financial Group LLC purchased a new position in Dimensional US Large Cap Value ETF in the fourth quarter valued at about $9,659,000. Finally, HighTower Advisors LLC grew its stake in Dimensional US Large Cap Value ETF by 20.5% in the fourth quarter. HighTower Advisors LLC now owns 1,495,702 shares of the company’s stock valued at $44,916,000 after purchasing an additional 254,623 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Down 0.5 %

Shares of NYSEARCA:DFLV opened at $29.75 on Thursday. The business has a 50 day moving average price of $30.99 and a 200 day moving average price of $31.00. Dimensional US Large Cap Value ETF has a twelve month low of $28.23 and a twelve month high of $32.78. The company has a market cap of $1.91 billion, a price-to-earnings ratio of 16.67 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.