HighTower Advisors LLC Has $73.99 Million Stock Position in Dimensional US Large Cap Value ETF $DFLV

by · The Cerbat Gem

HighTower Advisors LLC grew its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 2.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 2,162,734 shares of the company’s stock after buying an additional 57,995 shares during the period. HighTower Advisors LLC owned approximately 1.55% of Dimensional US Large Cap Value ETF worth $73,987,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Coldstream Capital Management Inc. increased its stake in Dimensional US Large Cap Value ETF by 132.4% during the 3rd quarter. Coldstream Capital Management Inc. now owns 4,252,689 shares of the company’s stock worth $139,913,000 after purchasing an additional 2,422,652 shares in the last quarter. Betterment LLC increased its stake in Dimensional US Large Cap Value ETF by 11.5% during the 3rd quarter. Betterment LLC now owns 673,543 shares of the company’s stock worth $22,160,000 after purchasing an additional 69,719 shares in the last quarter. Phillips Financial Management LLC increased its stake in Dimensional US Large Cap Value ETF by 4.0% during the 4th quarter. Phillips Financial Management LLC now owns 1,464,846 shares of the company’s stock worth $50,112,000 after purchasing an additional 56,378 shares in the last quarter. Burk Holdings LLC increased its stake in Dimensional US Large Cap Value ETF by 5.6% during the 3rd quarter. Burk Holdings LLC now owns 325,579 shares of the company’s stock worth $10,712,000 after purchasing an additional 17,218 shares in the last quarter. Finally, Level Financial Advisors raised its stake in shares of Dimensional US Large Cap Value ETF by 12.7% in the 4th quarter. Level Financial Advisors now owns 274,575 shares of the company’s stock valued at $9,393,000 after purchasing an additional 30,958 shares during the period.

Dimensional US Large Cap Value ETF Price Performance

DFLV opened at $38.39 on Thursday. The business’s 50-day moving average price is $36.79 and its two-hundred day moving average price is $35.59. Dimensional US Large Cap Value ETF has a 1 year low of $29.34 and a 1 year high of $38.58. The company has a market capitalization of $5.96 billion, a price-to-earnings ratio of 15.63 and a beta of 0.81.

Dimensional US Large Cap Value ETF Company Profile

(Free Report)

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.

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