Dimensional US Large Cap Value ETF $DFLV is Total Wealth Planning LLC’s 8th Largest Position

Total Wealth Planning LLC raised its stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 7.1% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,057,343 shares of the company’s stock after acquiring an additional 70,464 shares during the period. Dimensional US Large Cap Value ETF makes up 4.0% of Total Wealth Planning LLC’s portfolio, making the stock its 8th largest holding. Total Wealth Planning LLC’s holdings in Dimensional US Large Cap Value ETF were worth $34,787,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Maryland Capital Advisors Inc. increased its holdings in shares of Dimensional US Large Cap Value ETF by 19.2% in the third quarter. Maryland Capital Advisors Inc. now owns 314,607 shares of the company’s stock worth $10,351,000 after purchasing an additional 50,654 shares during the last quarter. Clune & Associates LTD. boosted its stake in Dimensional US Large Cap Value ETF by 17.2% during the third quarter. Clune & Associates LTD. now owns 74,460 shares of the company’s stock valued at $2,450,000 after buying an additional 10,906 shares during the last quarter. Great Oak Capital Partners LLC grew its holdings in Dimensional US Large Cap Value ETF by 4.1% during the 3rd quarter. Great Oak Capital Partners LLC now owns 881,461 shares of the company’s stock valued at $28,974,000 after buying an additional 34,682 shares in the last quarter. Apella Capital LLC increased its stake in Dimensional US Large Cap Value ETF by 20.2% in the 3rd quarter. Apella Capital LLC now owns 1,178,511 shares of the company’s stock worth $38,137,000 after acquiring an additional 198,275 shares during the last quarter. Finally, Cordant Inc. increased its stake in Dimensional US Large Cap Value ETF by 2.8% in the 3rd quarter. Cordant Inc. now owns 165,440 shares of the company’s stock worth $5,443,000 after acquiring an additional 4,502 shares during the last quarter.

Dimensional US Large Cap Value ETF Stock Performance

NYSEARCA DFLV opened at $34.58 on Friday. The stock has a 50 day moving average price of $33.42 and a 200-day moving average price of $32.43. Dimensional US Large Cap Value ETF has a one year low of $26.26 and a one year high of $34.71. The company has a market capitalization of $4.64 billion, a P/E ratio of 15.63 and a beta of 0.91.

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.