Sax Wealth Advisors LLC Purchases 13,153 Shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Sax Wealth Advisors LLC increased its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 6.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 218,800 shares of the company’s stock after purchasing an additional 13,153 shares during the period. Dimensional US Large Cap Value ETF accounts for 0.6% of Sax Wealth Advisors LLC’s portfolio, making the stock its 26th largest holding. Sax Wealth Advisors LLC’s holdings in Dimensional US Large Cap Value ETF were worth $6,741,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Advisory Services & Investments LLC lifted its position in shares of Dimensional US Large Cap Value ETF by 17.1% in the first quarter. Advisory Services & Investments LLC now owns 146,565 shares of the company’s stock valued at $4,395,000 after acquiring an additional 21,358 shares in the last quarter. Dorsey & Whitney Trust CO LLC bought a new position in shares of Dimensional US Large Cap Value ETF during the second quarter worth $269,000. Morris Financial Concepts Inc. grew its stake in Dimensional US Large Cap Value ETF by 6.2% during the first quarter. Morris Financial Concepts Inc. now owns 26,826 shares of the company’s stock valued at $805,000 after acquiring an additional 1,564 shares in the last quarter. Innealta Capital LLC bought a new stake in Dimensional US Large Cap Value ETF in the 2nd quarter valued at $42,000. Finally, Farther Finance Advisors LLC lifted its stake in Dimensional US Large Cap Value ETF by 35.5% in the 2nd quarter. Farther Finance Advisors LLC now owns 35,533 shares of the company’s stock worth $1,022,000 after purchasing an additional 9,308 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Up 0.1 %

Shares of Dimensional US Large Cap Value ETF stock opened at $31.51 on Friday. The business has a 50-day moving average price of $30.35 and a 200-day moving average price of $29.58. Dimensional US Large Cap Value ETF has a twelve month low of $23.26 and a twelve month high of $31.55. The firm has a market cap of $2.02 billion, a price-to-earnings ratio of 13.15 and a beta of 0.78.

Dimensional US Large Cap Value ETF 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.