Sax Wealth Advisors LLC Trims Holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Sax Wealth Advisors LLC reduced its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 5.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 207,196 shares of the company’s stock after selling 11,604 shares during the period. Sax Wealth Advisors LLC’s holdings in Dimensional US Large Cap Value ETF were worth $6,222,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Atlantic Union Bankshares Corp increased its stake in shares of Dimensional US Large Cap Value ETF by 6.9% during the third quarter. Atlantic Union Bankshares Corp now owns 10,516 shares of the company’s stock valued at $324,000 after purchasing an additional 682 shares in the last quarter. Modera Wealth Management LLC increased its position in Dimensional US Large Cap Value ETF by 0.4% during 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 valued at $263,000 after buying an additional 967 shares in the last quarter. Sensible Money LLC raised its stake in Dimensional US Large Cap Value ETF by 15.2% during the third quarter. Sensible Money LLC now owns 14,290 shares of the company’s stock valued at $440,000 after buying an additional 1,881 shares during the last quarter. Finally, Acropolis Investment Management LLC boosted its holdings in Dimensional US Large Cap Value ETF by 0.3% in the third quarter. Acropolis Investment Management LLC now owns 688,873 shares of the company’s stock worth $21,224,000 after acquiring an additional 1,929 shares in the last quarter.

Dimensional US Large Cap Value ETF Price Performance

Shares of NYSEARCA:DFLV opened at $31.23 on Friday. The business has a fifty day moving average price of $31.16 and a 200-day moving average price of $30.54. The company has a market capitalization of $2.00 billion, a PE ratio of 13.15 and a beta of 0.78. Dimensional US Large Cap Value ETF has a 1-year low of $26.31 and a 1-year high of $32.78.

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.