Golden Bell Financial Planning LLC Takes Position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Golden Bell Financial Planning LLC purchased a new stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 173,922 shares of the company’s stock, valued at approximately $5,223,000. Dimensional US Large Cap Value ETF comprises about 5.2% of Golden Bell Financial Planning LLC’s portfolio, making the stock its 8th largest position.

Other hedge funds have also bought and sold shares of the company. Savant Capital LLC raised its position in Dimensional US Large Cap Value ETF by 63.5% in the fourth quarter. Savant Capital LLC now owns 6,840,022 shares of the company’s stock worth $205,406,000 after acquiring an additional 2,655,670 shares during the period. EP Wealth Advisors LLC grew its stake in Dimensional US Large Cap Value ETF by 29.9% during the third quarter. EP Wealth Advisors LLC now owns 3,462,912 shares of the company’s stock valued at $106,692,000 after acquiring an additional 797,877 shares in the last quarter. Foster Group Inc. grew its stake in Dimensional US Large Cap Value ETF by 1.8% during the fourth quarter. Foster Group Inc. now owns 3,361,578 shares of the company’s stock valued at $100,948,000 after acquiring an additional 58,461 shares in the last quarter. Truepoint Inc. increased its holdings in shares of Dimensional US Large Cap Value ETF by 7.7% in the 3rd quarter. Truepoint Inc. now owns 2,058,111 shares of the company’s stock worth $63,410,000 after buying an additional 146,600 shares during the last quarter. Finally, Summit Financial Strategies Inc. increased its holdings in shares of Dimensional US Large Cap Value ETF by 10.7% in the 4th quarter. Summit Financial Strategies Inc. now owns 1,679,078 shares of the company’s stock worth $50,423,000 after buying an additional 162,670 shares during the last quarter.

Dimensional US Large Cap Value ETF Stock Performance

DFLV stock opened at $31.17 on Friday. Dimensional US Large Cap Value ETF has a 52 week low of $27.84 and a 52 week high of $32.78. The firm’s fifty day moving average is $30.85 and its 200 day moving average is $30.89. The firm has a market cap of $2.00 billion, a P/E ratio of 13.15 and a beta of 0.78.

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.