Total Wealth Planning LLC Grows Stock Holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Total Wealth Planning LLC grew its holdings in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 16.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 574,832 shares of the company’s stock after purchasing an additional 79,145 shares during the quarter. Dimensional US Large Cap Value ETF comprises approximately 3.0% of Total Wealth Planning LLC’s portfolio, making the stock its 11th largest holding. Total Wealth Planning LLC’s holdings in Dimensional US Large Cap Value ETF were worth $17,239,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. EverSource Wealth Advisors LLC purchased a new stake in shares of Dimensional US Large Cap Value ETF during the 4th quarter valued at approximately $69,000. Family CFO Inc purchased a new stake in shares of Dimensional US Large Cap Value ETF during the 4th quarter valued at approximately $120,000. Fonville Wealth Management LLC purchased a new stake in shares of Dimensional US Large Cap Value ETF during the 4th quarter valued at approximately $202,000. Wealthcare Advisory Partners LLC purchased a new stake in shares of Dimensional US Large Cap Value ETF during the 4th quarter valued at approximately $244,000. Finally, Warner Financial Inc. purchased a new stake in shares of Dimensional US Large Cap Value ETF during the 4th quarter valued at approximately $253,000.

Dimensional US Large Cap Value ETF Stock Performance

DFLV stock opened at $28.83 on Wednesday. The firm has a market cap of $1.85 billion, a PE ratio of 13.15 and a beta of 0.78. The firm’s 50 day moving average price is $29.04 and its 200-day moving average price is $28.38. Dimensional US Large Cap Value ETF has a one year low of $23.26 and a one year high of $30.04.

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.