Acorn Financial Advisory Services Inc. ADV Has $2.24 Million Stock Holdings in Dimensional US Large Cap Value ETF $DFLV

Acorn Financial Advisory Services Inc. ADV raised its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 877.8% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 62,659 shares of the company’s stock after acquiring an additional 56,251 shares during the period. Acorn Financial Advisory Services Inc. ADV’s holdings in Dimensional US Large Cap Value ETF were worth $2,238,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Savant Capital LLC grew its stake in shares of Dimensional US Large Cap Value ETF by 11.1% during the fourth quarter. Savant Capital LLC now owns 17,497,390 shares of the company’s stock worth $598,586,000 after purchasing an additional 1,743,828 shares during the period. Corient Private Wealth LLC lifted its stake in Dimensional US Large Cap Value ETF by 21.4% in the fourth quarter. Corient Private Wealth LLC now owns 6,263,508 shares of the company’s stock valued at $214,275,000 after buying an additional 1,106,051 shares during the period. Coldstream Capital Management Inc. lifted its stake in Dimensional US Large Cap Value ETF by 4.4% in the fourth quarter. Coldstream Capital Management Inc. now owns 4,440,601 shares of the company’s stock valued at $151,913,000 after buying an additional 187,912 shares during the period. Truepoint Inc. boosted its holdings in Dimensional US Large Cap Value ETF by 8.3% during the fourth quarter. Truepoint Inc. now owns 3,410,368 shares of the company’s stock worth $116,669,000 after buying an additional 261,009 shares during the last quarter. Finally, EP Wealth Advisors LLC bought a new position in Dimensional US Large Cap Value ETF during the fourth quarter worth about $106,970,000.

Dimensional US Large Cap Value ETF Trading Down 0.4%

Dimensional US Large Cap Value ETF stock opened at $39.54 on Wednesday. The firm has a market capitalization of $6.14 billion, a P/E ratio of 15.63 and a beta of 0.80. The business has a 50-day moving average of $38.75 and a 200-day moving average of $36.85. Dimensional US Large Cap Value ETF has a 1 year low of $30.65 and a 1 year high of $40.25.

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.