Dimensional US Large Cap Value ETF $DFLV Shares Sold by Lakeshore Financial Planning Inc.

Lakeshore Financial Planning Inc. trimmed its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 17.7% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 767,113 shares of the company’s stock after selling 164,476 shares during the period. Dimensional US Large Cap Value ETF accounts for 9.8% of Lakeshore Financial Planning Inc.’s investment portfolio, making the stock its 3rd biggest holding. Lakeshore Financial Planning Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $30,332,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the company. Private Wealth Asset Management LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF in the fourth quarter worth $29,000. Vermillion Wealth Management Inc. raised its position 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 valued at $35,000 after buying an additional 359 shares during the period. Angeles Wealth Management LLC acquired a new position in Dimensional US Large Cap Value ETF during the first quarter valued at $41,000. O Shaughnessy Asset Management LLC purchased a new stake in Dimensional US Large Cap Value ETF in the 4th quarter worth about $55,000. Finally, Wells Fargo & Company MN boosted its position in Dimensional US Large Cap Value ETF by 1,117.8% during the 4th 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 during the period.

Dimensional US Large Cap Value ETF Trading Up 0.6%

Shares of NYSEARCA DFLV opened at $42.20 on Friday. Dimensional US Large Cap Value ETF has a one year low of $32.06 and a one year high of $42.35. The business has a 50-day moving average price of $40.90 and a two-hundred day moving average price of $38.71. The firm has a market capitalization of $7.01 billion, a PE ratio of 15.63 and a beta of 0.78.

About Dimensional US Large Cap Value ETF

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.