Larry Mathis Financial Planning LLC Takes Position in Dimensional US Large Cap Value ETF $DFLV

Larry Mathis Financial Planning LLC bought a new stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 15,751 shares of the company’s stock, valued at approximately $539,000.

Several other institutional investors and hedge funds have also bought and sold shares of DFLV. EP Wealth Advisors LLC bought a new stake in Dimensional US Large Cap Value ETF in the fourth quarter valued at approximately $106,970,000. Coldstream Capital Management Inc. grew its holdings in shares of Dimensional US Large Cap Value ETF by 132.4% in the third quarter. Coldstream Capital Management Inc. now owns 4,252,689 shares of the company’s stock worth $139,913,000 after purchasing an additional 2,422,652 shares during the last quarter. Vise Technologies Inc. grew its holdings in shares of Dimensional US Large Cap Value ETF by 209.5% in the fourth quarter. Vise Technologies Inc. now owns 2,580,784 shares of the company’s stock worth $88,289,000 after purchasing an additional 1,746,930 shares during the last quarter. Savant Capital LLC grew its holdings in shares of Dimensional US Large Cap Value ETF by 11.1% in the fourth quarter. Savant Capital LLC now owns 17,497,390 shares of the company’s stock worth $598,586,000 after purchasing an additional 1,743,828 shares during the last quarter. Finally, Quent Long Short Global Small Cap Fund LP purchased a new position in shares of Dimensional US Large Cap Value ETF in the fourth quarter worth $45,369,000.

Dimensional US Large Cap Value ETF Price Performance

NYSEARCA:DFLV opened at $39.44 on Friday. The company has a fifty day moving average of $38.38 and a 200 day moving average of $36.54. Dimensional US Large Cap Value ETF has a 52 week low of $30.32 and a 52 week high of $40.25. The firm has a market capitalization of $6.13 billion, a P/E ratio of 15.63 and a beta of 0.80.

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.