West Financial Advisors LLC Sells 100,387 Shares of Dimensional US Large Cap Value ETF $DFLV

West Financial Advisors LLC reduced its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 17.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 471,407 shares of the company’s stock after selling 100,387 shares during the quarter. Dimensional US Large Cap Value ETF comprises approximately 2.8% of West Financial Advisors LLC’s holdings, making the stock its 11th largest position. West Financial Advisors LLC’s holdings in Dimensional US Large Cap Value ETF were worth $18,639,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Private Wealth Asset Management LLC bought a new position in shares of Dimensional US Large Cap Value ETF during the fourth quarter worth $29,000. Vermillion Wealth Management Inc. grew its stake in Dimensional US Large Cap Value ETF by 58.4% during the first quarter. Vermillion Wealth Management Inc. now owns 974 shares of the company’s stock valued at $35,000 after acquiring an additional 359 shares in the last quarter. Angeles Wealth Management LLC bought a new stake in Dimensional US Large Cap Value ETF in the 1st quarter valued at $41,000. O Shaughnessy Asset Management LLC bought a new stake in Dimensional US Large Cap Value ETF in the 4th quarter valued at $55,000. Finally, Wells Fargo & Company MN increased its holdings in Dimensional US Large Cap Value ETF by 1,117.8% in the 4th quarter. Wells Fargo & Company MN now owns 2,192 shares of the company’s stock valued at $75,000 after acquiring an additional 2,012 shares during the last quarter.

Dimensional US Large Cap Value ETF Stock Up 0.4%

DFLV opened at $41.51 on Friday. The company has a market capitalization of $6.90 billion, a PE ratio of 15.63 and a beta of 0.78. The firm has a 50-day simple moving average of $39.98 and a two-hundred day simple moving average of $37.93. Dimensional US Large Cap Value ETF has a 52 week low of $31.16 and a 52 week high of $41.58.

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.