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

Total Wealth Planning LLC lessened its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 93.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 64,589 shares of the company’s stock after selling 992,754 shares during the period. Dimensional US Large Cap Value ETF accounts for 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 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of DFLV. Royal Bank of Canada boosted its holdings in shares of Dimensional US Large Cap Value ETF by 22.6% during the 1st quarter. Royal Bank of Canada now owns 11,631 shares of the company’s stock valued at $356,000 after buying an additional 2,143 shares in the last quarter. Goldman Sachs Group Inc. bought a new stake in shares of Dimensional US Large Cap Value ETF during the 1st quarter valued at $826,000. Northwestern Mutual Wealth Management Co. boosted its stake in Dimensional US Large Cap Value ETF by 214.5% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 3,242 shares of the company’s stock worth $101,000 after purchasing an additional 2,211 shares in the last quarter. Qube Research & Technologies Ltd boosted its stake in Dimensional US Large Cap Value ETF by 471.0% in the 2nd quarter. Qube Research & Technologies Ltd now owns 5,105 shares of the company’s stock worth $158,000 after purchasing an additional 4,211 shares in the last quarter. Finally, Quantinno Capital Management LP boosted its stake in Dimensional US Large Cap Value ETF by 124.4% in the 2nd quarter. Quantinno Capital Management LP now owns 25,556 shares of the company’s stock worth $793,000 after purchasing an additional 14,167 shares in the last quarter.

Dimensional US Large Cap Value ETF Price Performance

Shares of Dimensional US Large Cap Value ETF stock opened at $39.89 on Friday. The stock has a market cap of $6.19 billion, a price-to-earnings ratio of 15.63 and a beta of 0.80. The firm’s 50-day moving average is $38.03 and its 200 day moving average is $36.32. Dimensional US Large Cap Value ETF has a 1 year low of $30.32 and a 1 year high of $40.01.

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.