Tumwater Wealth Management LLC Buys Shares of 798,335 Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Tumwater Wealth Management LLC bought a new stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) during the 4th quarter, HoldingsChannel reports. The institutional investor bought 798,335 shares of the company’s stock, valued at approximately $23,974,000. Dimensional US Large Cap Value ETF makes up approximately 12.6% of Tumwater Wealth Management LLC’s portfolio, making the stock its 4th biggest position.

Other institutional investors also recently bought and sold shares of the company. Signature Estate & Investment Advisors LLC bought a new position in shares of Dimensional US Large Cap Value ETF in the third quarter worth about $217,000. Linscomb Wealth Inc. increased its stake in shares of Dimensional US Large Cap Value ETF by 381.9% in the third quarter. Linscomb Wealth Inc. now owns 45,827 shares of the company’s stock worth $1,412,000 after purchasing an additional 36,318 shares during the period. LJI Wealth Management LLC increased its stake in shares of Dimensional US Large Cap Value ETF by 40.0% in the third quarter. LJI Wealth Management LLC now owns 16,873 shares of the company’s stock worth $520,000 after purchasing an additional 4,825 shares during the period. Envision Financial Planning LLC increased its stake in shares of Dimensional US Large Cap Value ETF by 19.7% in the third quarter. Envision Financial Planning LLC now owns 96,377 shares of the company’s stock worth $2,969,000 after purchasing an additional 15,846 shares during the period. Finally, Phillips Financial Management LLC increased its stake in shares of Dimensional US Large Cap Value ETF by 14.2% in the third quarter. Phillips Financial Management LLC now owns 870,256 shares of the company’s stock worth $26,813,000 after purchasing an additional 107,953 shares during the period.

Dimensional US Large Cap Value ETF Stock Performance

Dimensional US Large Cap Value ETF stock opened at $30.16 on Friday. The business’s 50-day simple moving average is $30.98 and its 200-day simple moving average is $30.99. The firm has a market capitalization of $1.94 billion, a PE ratio of 16.67 and a beta of 0.78. Dimensional US Large Cap Value ETF has a 52 week low of $28.23 and a 52 week high of $32.78.

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.