Vistica Wealth Advisors LLC Takes Position in Dimensional US Large Cap Value ETF $DFLV

Vistica Wealth Advisors LLC bought a new stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) during the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 33,981 shares of the company’s stock, valued at approximately $1,162,000. Dimensional US Large Cap Value ETF accounts for 1.2% of Vistica Wealth Advisors LLC’s investment portfolio, making the stock its 18th biggest holding.

A number of other institutional investors have also modified their holdings of the stock. Sterling Financial Planning Inc. increased its holdings in shares of Dimensional US Large Cap Value ETF by 1.1% in the fourth quarter. Sterling Financial Planning Inc. now owns 27,119 shares of the company’s stock valued at $928,000 after purchasing an additional 303 shares during the period. Oceanside Advisors LLC grew its holdings in Dimensional US Large Cap Value ETF by 1.4% during the third quarter. Oceanside Advisors LLC now owns 25,532 shares of the company’s stock worth $840,000 after acquiring an additional 342 shares during the period. Stratos Wealth Partners LTD. grew its holdings in Dimensional US Large Cap Value ETF by 4.9% during the fourth quarter. Stratos Wealth Partners LTD. now owns 7,832 shares of the company’s stock worth $268,000 after acquiring an additional 364 shares during the period. RAM Investment Partners LLC grew its holdings in Dimensional US Large Cap Value ETF by 4.2% during the fourth quarter. RAM Investment Partners LLC now owns 9,149 shares of the company’s stock worth $313,000 after acquiring an additional 366 shares during the period. Finally, Long Island Wealth Management Inc. grew its holdings in Dimensional US Large Cap Value ETF by 5.3% during the fourth quarter. Long Island Wealth Management Inc. now owns 7,527 shares of the company’s stock worth $257,000 after acquiring an additional 380 shares during the period.

Dimensional US Large Cap Value ETF Price Performance

Shares of DFLV stock opened at $39.89 on Friday. The business’s fifty day moving average price is $38.03 and its 200 day moving average price is $36.32. Dimensional US Large Cap Value ETF has a 1-year low of $30.32 and a 1-year high of $40.01. The firm has a market capitalization of $6.19 billion, a PE ratio of 15.63 and a beta of 0.80.

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.