Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) Shares Bought by Total Wealth Planning LLC

Total Wealth Planning LLC lifted its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 11.2% in the fourth quarter, HoldingsChannel reports. The fund owned 818,031 shares of the company’s stock after buying an additional 82,122 shares during the period. Dimensional US Large Cap Value ETF accounts for approximately 3.8% of Total Wealth Planning LLC’s investment portfolio, making the stock its 9th largest holding. Total Wealth Planning LLC’s holdings in Dimensional US Large Cap Value ETF were worth $24,565,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Choreo LLC acquired a new position in Dimensional US Large Cap Value ETF in the second quarter valued at approximately $253,000. Glass Jacobson Investment Advisors llc lifted its stake in shares of Dimensional US Large Cap Value ETF by 13.1% in the 2nd quarter. Glass Jacobson Investment Advisors llc now owns 102,648 shares of the company’s stock valued at $2,968,000 after purchasing an additional 11,871 shares during the period. LJI Wealth Management LLC bought a new position in shares of Dimensional US Large Cap Value ETF in the 2nd quarter worth $348,000. Austin Asset Management Co Inc grew its stake in shares of Dimensional US Large Cap Value ETF by 31.5% during the second quarter. Austin Asset Management Co Inc now owns 318,223 shares of the company’s stock worth $9,200,000 after purchasing an additional 76,269 shares during the period. Finally, Great Oak Capital Partners LLC grew its stake in shares of Dimensional US Large Cap Value ETF by 14.5% during the second quarter. Great Oak Capital Partners LLC now owns 780,824 shares of the company’s stock worth $22,722,000 after purchasing an additional 98,975 shares during the period.

Dimensional US Large Cap Value ETF Trading Up 0.4 %

NYSEARCA:DFLV opened at $31.01 on Friday. Dimensional US Large Cap Value ETF has a 1-year low of $26.31 and a 1-year high of $32.78. The firm has a market capitalization of $1.99 billion, a price-to-earnings ratio of 13.15 and a beta of 0.78. The business’s 50-day moving average price is $31.18 and its two-hundred day moving average price is $30.52.

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.