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

Total Wealth Planning LLC grew its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 11.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 818,031 shares of the company’s stock after purchasing an additional 82,122 shares during the period. Dimensional US Large Cap Value ETF comprises approximately 3.8% of Total Wealth Planning LLC’s holdings, making the stock its 9th biggest holding. Total Wealth Planning LLC owned about 1.27% of Dimensional US Large Cap Value ETF worth $24,565,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the company. McIlrath & Eck LLC acquired a new stake in Dimensional US Large Cap Value ETF during the 3rd quarter valued at $72,000. S.A. Mason LLC bought a new stake in shares of Dimensional US Large Cap Value ETF during the third quarter worth $88,000. AdvisorNet Financial Inc grew its holdings in shares of Dimensional US Large Cap Value ETF by 291.9% during the fourth quarter. AdvisorNet Financial Inc now owns 3,135 shares of the company’s stock worth $94,000 after purchasing an additional 2,335 shares during the last quarter. Voisard Asset Management Group Inc. acquired a new stake in shares of Dimensional US Large Cap Value ETF in the third quarter valued at $169,000. Finally, Capital Performance Advisors LLP bought a new position in shares of Dimensional US Large Cap Value ETF in the third quarter valued at about $184,000.

Dimensional US Large Cap Value ETF Stock Up 0.4 %

Shares of NYSEARCA:DFLV opened at $31.01 on Friday. The firm has a market cap of $1.99 billion, a P/E ratio of 13.15 and a beta of 0.78. Dimensional US Large Cap Value ETF has a 12 month low of $26.31 and a 12 month high of $32.78. The company’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.