Dimensional US Large Cap Value ETF $DFLV Stock Holdings Boosted by Golden Bell Financial Planning LLC

Golden Bell Financial Planning LLC raised its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 5.5% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 275,360 shares of the company’s stock after acquiring an additional 14,277 shares during the period. Dimensional US Large Cap Value ETF makes up 7.8% of Golden Bell Financial Planning LLC’s investment portfolio, making the stock its 4th biggest holding. Golden Bell Financial Planning LLC owned 0.18% of Dimensional US Large Cap Value ETF worth $9,833,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in DFLV. Financial Harvest LLC grew its stake in shares of Dimensional US Large Cap Value ETF by 20.7% in the 1st quarter. Financial Harvest LLC now owns 76,600 shares of the company’s stock valued at $2,735,000 after purchasing an additional 13,116 shares during the last quarter. Ferguson Johnson Wealth Management Inc increased its holdings in shares of Dimensional US Large Cap Value ETF by 7.3% in the first quarter. Ferguson Johnson Wealth Management Inc now owns 61,598 shares of the company’s stock valued at $2,199,000 after purchasing an additional 4,201 shares during the period. Compass Financial Group Inc. raised its stake in shares of Dimensional US Large Cap Value ETF by 9.3% during the first quarter. Compass Financial Group Inc. now owns 96,871 shares of the company’s stock worth $3,459,000 after purchasing an additional 8,226 shares during the last quarter. Sanctuary Advisors LLC raised its stake in shares of Dimensional US Large Cap Value ETF by 8.9% during the first quarter. Sanctuary Advisors LLC now owns 66,711 shares of the company’s stock worth $2,382,000 after purchasing an additional 5,451 shares during the last quarter. Finally, Cornerstone Advisory LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF during the first quarter worth $212,000.

Dimensional US Large Cap Value ETF Price Performance

NYSEARCA:DFLV opened at $40.05 on Friday. The firm’s fifty day moving average price is $39.28 and its 200 day moving average price is $37.32. Dimensional US Large Cap Value ETF has a 1-year low of $30.65 and a 1-year high of $40.30. The firm has a market cap of $6.54 billion, a price-to-earnings ratio of 15.63 and a beta of 0.79.

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.