Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) Shares Sold by Lakeshore Financial Planning Inc.

Lakeshore Financial Planning Inc. reduced its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 1.4% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 583,329 shares of the company’s stock after selling 8,510 shares during the period. Dimensional US Large Cap Value ETF makes up 7.9% of Lakeshore Financial Planning Inc.’s holdings, making the stock its 5th biggest holding. Lakeshore Financial Planning Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $17,972,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Aire Advisors LLC increased its position in shares of Dimensional US Large Cap Value ETF by 2.0% during the second quarter. Aire Advisors LLC now owns 19,655 shares of the company’s stock worth $568,000 after acquiring an additional 393 shares during the last quarter. Builder Investment Group Inc. ADV increased its holdings in Dimensional US Large Cap Value ETF by 2.4% during the 2nd quarter. Builder Investment Group Inc. ADV now owns 27,729 shares of the company’s stock worth $802,000 after purchasing an additional 648 shares during the last quarter. Modera Wealth Management LLC raised its position in shares of Dimensional US Large Cap Value ETF by 0.4% in the 3rd quarter. Modera Wealth Management LLC now owns 165,790 shares of the company’s stock valued at $5,108,000 after purchasing an additional 736 shares in the last quarter. PBMares Wealth Management LLC boosted its stake in shares of Dimensional US Large Cap Value ETF by 12.8% during the 3rd quarter. PBMares Wealth Management LLC now owns 8,532 shares of the company’s stock valued at $263,000 after buying an additional 967 shares during the last quarter. Finally, Global Trust Asset Management LLC grew its position in shares of Dimensional US Large Cap Value ETF by 126.8% during the second quarter. Global Trust Asset Management LLC now owns 2,046 shares of the company’s stock worth $59,000 after buying an additional 1,144 shares in the last quarter.

Dimensional US Large Cap Value ETF Trading Down 0.7 %

Shares of NYSEARCA:DFLV opened at $31.95 on Friday. The firm has a market cap of $2.05 billion, a PE ratio of 13.15 and a beta of 0.78. The company has a fifty day simple moving average of $30.72 and a 200 day simple moving average of $29.78. Dimensional US Large Cap Value ETF has a 12-month low of $24.11 and a 12-month high of $32.21.

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.