Total Wealth Planning LLC Increases 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% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 574,832 shares of the company’s stock after purchasing an additional 79,145 shares during the period. Dimensional US Large Cap Value ETF comprises about 3.0% of Total Wealth Planning LLC’s investment portfolio, making the stock its 11th biggest holding. Total Wealth Planning LLC owned 1.95% of Dimensional US Large Cap Value ETF worth $17,239,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. EverSource Wealth Advisors LLC bought a new stake in shares of Dimensional US Large Cap Value ETF in the 4th quarter worth $69,000. Family CFO Inc bought a new stake in shares of Dimensional US Large Cap Value ETF in the fourth quarter worth $120,000. Fonville Wealth Management LLC bought a new stake in shares of Dimensional US Large Cap Value ETF in the fourth quarter worth $202,000. Wealthcare Advisory Partners LLC bought a new stake in shares of Dimensional US Large Cap Value ETF in the fourth quarter worth $244,000. Finally, Warner Financial Inc. bought a new stake in shares of Dimensional US Large Cap Value ETF in the fourth quarter worth $253,000.

Dimensional US Large Cap Value ETF Price Performance

Shares of DFLV opened at $28.83 on Wednesday. Dimensional US Large Cap Value ETF has a one year low of $23.26 and a one year high of $30.04. The firm has a market capitalization of $1.85 billion, a P/E ratio of 13.15 and a beta of 0.78. The business has a fifty day moving average of $29.04 and a 200 day moving average of $28.38.

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.