Dimensional US Large Cap Value ETF $DFLV Shares Purchased by Golden Bell Financial Planning LLC

Golden Bell Financial Planning LLC lifted its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 7.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 222,416 shares of the company’s stock after acquiring an additional 15,343 shares during the quarter. Dimensional US Large Cap Value ETF comprises approximately 6.4% of Golden Bell Financial Planning LLC’s holdings, making the stock its 6th biggest holding. Golden Bell Financial Planning LLC owned approximately 0.17% of Dimensional US Large Cap Value ETF worth $7,317,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the stock. Royal Bank of Canada boosted its stake in shares of Dimensional US Large Cap Value ETF by 22.6% in the first quarter. Royal Bank of Canada now owns 11,631 shares of the company’s stock valued at $356,000 after purchasing an additional 2,143 shares during the period. Goldman Sachs Group Inc. acquired a new position in shares of Dimensional US Large Cap Value ETF in the 1st quarter worth approximately $826,000. Triad Wealth Partners LLC increased its holdings in shares of Dimensional US Large Cap Value ETF by 118.3% in the 2nd quarter. Triad Wealth Partners LLC now owns 14,721 shares of the company’s stock valued at $457,000 after acquiring an additional 7,976 shares during the last quarter. Wealthcare Advisory Partners LLC raised its position in shares of Dimensional US Large Cap Value ETF by 261.9% during the 2nd quarter. Wealthcare Advisory Partners LLC now owns 100,936 shares of the company’s stock valued at $3,131,000 after acquiring an additional 73,045 shares in the last quarter. Finally, Gemmer Asset Management LLC raised its position in shares of Dimensional US Large Cap Value ETF by 2.9% during the 2nd quarter. Gemmer Asset Management LLC now owns 243,224 shares of the company’s stock valued at $7,545,000 after acquiring an additional 6,845 shares in the last quarter.

Dimensional US Large Cap Value ETF Price Performance

Dimensional US Large Cap Value ETF stock opened at $35.89 on Friday. Dimensional US Large Cap Value ETF has a 12 month low of $26.26 and a 12 month high of $36.18. The company has a fifty day moving average price of $34.63 and a two-hundred day moving average price of $33.16. The company has a market cap of $4.98 billion, a PE ratio of 15.63 and a beta of 0.91.

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.