Compass Advisory Group LLC Purchases New Shares in Dimensional US Large Cap Value ETF $DFLV

Compass Advisory Group LLC purchased a new position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 554,370 shares of the company’s stock, valued at approximately $19,797,000. Dimensional US Large Cap Value ETF comprises approximately 5.3% of Compass Advisory Group LLC’s investment portfolio, making the stock its 8th biggest holding. Compass Advisory Group LLC owned approximately 0.36% of Dimensional US Large Cap Value ETF as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in DFLV. Sterling Financial Planning Inc. lifted its position in shares of Dimensional US Large Cap Value ETF by 1.1% during the 4th quarter. Sterling Financial Planning Inc. now owns 27,119 shares of the company’s stock worth $928,000 after buying an additional 303 shares in the last quarter. Strategent Financial LLC increased its position in shares of Dimensional US Large Cap Value ETF by 0.4% during the first quarter. Strategent Financial LLC now owns 94,883 shares of the company’s stock valued at $3,388,000 after acquiring an additional 346 shares during the last quarter. Vermillion Wealth Management Inc. increased its position in shares of 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 during the last quarter. Stratos Wealth Partners LTD. lifted 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. Finally, RAM Investment Partners LLC lifted 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.

Dimensional US Large Cap Value ETF Trading Up 1.3%

DFLV stock opened at $39.90 on Friday. The stock’s fifty day simple moving average is $38.60 and its two-hundred day simple moving average is $36.73. Dimensional US Large Cap Value ETF has a 1-year low of $30.65 and a 1-year high of $40.25. The stock has a market cap of $6.20 billion, a P/E 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.