Phillips Financial Management LLC Acquires 107,953 Shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Phillips Financial Management LLC boosted its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 14.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 870,256 shares of the company’s stock after acquiring an additional 107,953 shares during the period. Dimensional US Large Cap Value ETF accounts for 2.1% of Phillips Financial Management LLC’s holdings, making the stock its 15th biggest position. Phillips Financial Management LLC owned about 1.36% of Dimensional US Large Cap Value ETF worth $26,813,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the business. Aire Advisors LLC grew its position in shares of Dimensional US Large Cap Value ETF by 2.0% in the second quarter. Aire Advisors LLC now owns 19,655 shares of the company’s stock valued at $568,000 after purchasing an additional 393 shares during the last quarter. Builder Investment Group Inc. ADV boosted its stake in Dimensional US Large Cap Value ETF by 2.4% in the 2nd quarter. Builder Investment Group Inc. ADV now owns 27,729 shares of the company’s stock valued at $802,000 after purchasing an additional 648 shares during the period. Modera Wealth Management LLC grew its holdings in Dimensional US Large Cap Value ETF by 0.4% in the 3rd quarter. Modera Wealth Management LLC now owns 165,790 shares of the company’s stock valued at $5,108,000 after buying an additional 736 shares in the last quarter. PBMares Wealth Management LLC increased its position in Dimensional US Large Cap Value ETF by 12.8% during the 3rd quarter. PBMares Wealth Management LLC now owns 8,532 shares of the company’s stock worth $263,000 after buying an additional 967 shares during the period. Finally, Global Trust Asset Management LLC lifted its holdings in shares of Dimensional US Large Cap Value ETF by 126.8% during the second quarter. Global Trust Asset Management LLC now owns 2,046 shares of the company’s stock worth $59,000 after buying an additional 1,144 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Performance

Shares of Dimensional US Large Cap Value ETF stock opened at $31.76 on Monday. The firm has a 50-day moving average of $30.94 and a 200-day moving average of $29.92. Dimensional US Large Cap Value ETF has a 52-week low of $24.87 and a 52-week high of $32.42. The stock has a market cap of $2.04 billion, a PE ratio of 13.15 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.