Total Wealth Planning LLC Lowers Holdings in Dimensional US Large Cap Value ETF $DFLV

Total Wealth Planning LLC lowered its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 93.9% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 64,589 shares of the company’s stock after selling 992,754 shares during the period. Dimensional US Large Cap Value ETF makes up approximately 4.7% of Total Wealth Planning LLC’s holdings, making the stock its 8th biggest position. Total Wealth Planning LLC’s holdings in Dimensional US Large Cap Value ETF were worth $2,210,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of DFLV. Sterling Financial Planning Inc. increased its holdings in Dimensional US Large Cap Value ETF by 1.1% in the 4th quarter. Sterling Financial Planning Inc. now owns 27,119 shares of the company’s stock worth $928,000 after acquiring an additional 303 shares in the last quarter. Oceanside Advisors LLC increased its holdings in Dimensional US Large Cap Value ETF by 1.4% in the 3rd quarter. Oceanside Advisors LLC now owns 25,532 shares of the company’s stock worth $840,000 after acquiring an additional 342 shares in the last quarter. Stratos Wealth Partners LTD. increased its holdings in Dimensional US Large Cap Value ETF by 4.9% in the 4th quarter. Stratos Wealth Partners LTD. now owns 7,832 shares of the company’s stock worth $268,000 after acquiring an additional 364 shares in the last quarter. RAM Investment Partners LLC increased its holdings in Dimensional US Large Cap Value ETF by 4.2% in the 4th quarter. RAM Investment Partners LLC now owns 9,149 shares of the company’s stock worth $313,000 after acquiring an additional 366 shares in the last quarter. Finally, Long Island Wealth Management Inc. grew its holdings in Dimensional US Large Cap Value ETF by 5.3% during the 4th quarter. Long Island Wealth Management Inc. now owns 7,527 shares of the company’s stock valued at $257,000 after buying an additional 380 shares in the last quarter.

Dimensional US Large Cap Value ETF Price Performance

Shares of DFLV opened at $39.89 on Friday. Dimensional US Large Cap Value ETF has a 1 year low of $30.32 and a 1 year high of $40.01. The company has a 50 day simple moving average of $38.03 and a two-hundred day simple moving average of $36.32. The firm has a market cap of $6.19 billion, a P/E ratio of 15.63 and a beta of 0.80.

Dimensional US Large Cap Value ETF Company 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.