Total Wealth Planning LLC Has $34.79 Million Stock Holdings in Dimensional US Large Cap Value ETF $DFLV

Total Wealth Planning LLC lifted its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 7.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,057,343 shares of the company’s stock after purchasing an additional 70,464 shares during the period. Dimensional US Large Cap Value ETF comprises 4.0% of Total Wealth Planning LLC’s portfolio, making the stock its 8th largest holding. Total Wealth Planning LLC owned approximately 0.80% of Dimensional US Large Cap Value ETF worth $34,787,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Savant Capital LLC boosted its holdings in Dimensional US Large Cap Value ETF by 39.3% in the 2nd quarter. Savant Capital LLC now owns 13,169,045 shares of the company’s stock worth $408,504,000 after buying an additional 3,712,256 shares during the period. Coldstream Capital Management Inc. purchased a new position in shares of Dimensional US Large Cap Value ETF in the second quarter valued at about $56,768,000. EP Wealth Advisors LLC lifted its position in shares of Dimensional US Large Cap Value ETF by 27.6% in the first quarter. EP Wealth Advisors LLC now owns 6,473,128 shares of the company’s stock valued at $197,884,000 after acquiring an additional 1,400,997 shares in the last quarter. Root Financial Partners LLC boosted its stake in shares of Dimensional US Large Cap Value ETF by 105.1% in the second quarter. Root Financial Partners LLC now owns 981,440 shares of the company’s stock worth $30,444,000 after acquiring an additional 502,826 shares during the period. Finally, Foster Group Inc. grew its position in shares of Dimensional US Large Cap Value ETF by 12.3% during the third quarter. Foster Group Inc. now owns 4,141,417 shares of the company’s stock worth $136,253,000 after purchasing an additional 455,065 shares in the last quarter.

Dimensional US Large Cap Value ETF Trading Down 0.1%

Shares of DFLV opened at $34.58 on Friday. The business’s 50 day moving average is $33.42 and its 200 day moving average is $32.43. Dimensional US Large Cap Value ETF has a 12-month low of $26.26 and a 12-month high of $34.71. The company has a market capitalization of $4.64 billion, a PE ratio of 15.63 and a beta of 0.91.

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.