Dimensional US Large Cap Value ETF $DFLV Stock Position Raised by Golden Bell Financial Planning LLC

Golden Bell Financial Planning LLC grew its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 5.5% during the 1st quarter, HoldingsChannel.com reports. The firm owned 275,360 shares of the company’s stock after buying an additional 14,277 shares during the period. Dimensional US Large Cap Value ETF makes up approximately 7.8% of Golden Bell Financial Planning LLC’s investment portfolio, making the stock its 4th largest holding. Golden Bell Financial Planning LLC’s holdings in Dimensional US Large Cap Value ETF were worth $9,833,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Private Wealth Asset Management LLC purchased a new stake in shares of Dimensional US Large Cap Value ETF in the fourth quarter valued at approximately $29,000. Vermillion Wealth Management Inc. grew its holdings in Dimensional US Large Cap Value ETF by 58.4% during the first quarter. Vermillion Wealth Management Inc. now owns 974 shares of the company’s stock worth $35,000 after acquiring an additional 359 shares during the period. O Shaughnessy Asset Management LLC purchased a new position in Dimensional US Large Cap Value ETF in the fourth quarter worth $55,000. Wells Fargo & Company MN raised its position in Dimensional US Large Cap Value ETF by 1,117.8% in the fourth quarter. Wells Fargo & Company MN now owns 2,192 shares of the company’s stock worth $75,000 after acquiring an additional 2,012 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. lifted its holdings in Dimensional US Large Cap Value ETF by 214.5% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 3,242 shares of the company’s stock valued at $101,000 after acquiring an additional 2,211 shares during the period.

Dimensional US Large Cap Value ETF Stock Performance

Dimensional US Large Cap Value ETF stock opened at $40.05 on Friday. The company has a market cap of $6.54 billion, a P/E ratio of 15.63 and a beta of 0.79. Dimensional US Large Cap Value ETF has a one year low of $30.65 and a one year high of $40.30. The business has a fifty day moving average of $39.28 and a two-hundred day moving average of $37.32.

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.