Everest Financial Group LLC Purchases New Shares in Dimensional US Large Cap Value ETF $DFLV

Everest Financial Group LLC purchased a new position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 17,264 shares of the company’s stock, valued at approximately $616,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Private Wealth Asset Management LLC purchased a new stake in shares of Dimensional US Large Cap Value ETF during the fourth quarter worth about $29,000. Vermillion Wealth Management Inc. grew its stake in 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 valued at $35,000 after purchasing an additional 359 shares in the last quarter. Angeles Wealth Management LLC purchased a new stake in Dimensional US Large Cap Value ETF during the 1st quarter worth approximately $41,000. O Shaughnessy Asset Management LLC purchased a new stake in Dimensional US Large Cap Value ETF during the 4th quarter worth approximately $55,000. Finally, Wells Fargo & Company MN boosted its stake 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 buying an additional 2,012 shares during the last quarter.

Dimensional US Large Cap Value ETF Trading Up 0.7%

DFLV stock opened at $40.61 on Friday. The firm has a 50 day simple moving average of $39.53 and a 200-day simple moving average of $37.54. The company has a market capitalization of $6.69 billion, a P/E ratio of 15.63 and a beta of 0.79. Dimensional US Large Cap Value ETF has a twelve month low of $30.65 and a twelve month high of $40.71.

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.