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

Lakeshore Financial Planning Inc. lowered its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 17.7% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 767,113 shares of the company’s stock after selling 164,476 shares during the quarter. Dimensional US Large Cap Value ETF comprises approximately 9.8% of Lakeshore Financial Planning Inc.’s investment portfolio, making the stock its 3rd biggest holding. Lakeshore Financial Planning Inc. owned 0.46% of Dimensional US Large Cap Value ETF worth $30,332,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Royal Bank of Canada increased its position in Dimensional US Large Cap Value ETF by 22.6% in the 1st quarter. Royal Bank of Canada now owns 11,631 shares of the company’s stock valued at $356,000 after acquiring an additional 2,143 shares during the period. Goldman Sachs Group Inc. bought a new position in shares of Dimensional US Large Cap Value ETF in the first quarter worth $826,000. Northwestern Mutual Wealth Management Co. increased its holdings in shares of Dimensional US Large Cap Value ETF by 214.5% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 3,242 shares of the company’s stock valued at $101,000 after purchasing an additional 2,211 shares during the period. Qube Research & Technologies Ltd increased its holdings in shares of Dimensional US Large Cap Value ETF by 471.0% during the second quarter. Qube Research & Technologies Ltd now owns 5,105 shares of the company’s stock valued at $158,000 after purchasing an additional 4,211 shares during the period. Finally, Quantinno Capital Management LP raised its stake in shares of Dimensional US Large Cap Value ETF by 124.4% during the second quarter. Quantinno Capital Management LP now owns 25,556 shares of the company’s stock valued at $793,000 after purchasing an additional 14,167 shares in the last quarter.

Dimensional US Large Cap Value ETF Stock Up 0.6%

DFLV stock opened at $42.20 on Friday. The company has a 50-day simple moving average of $40.90 and a 200 day simple moving average of $38.71. The company has a market capitalization of $7.01 billion, a P/E ratio of 15.63 and a beta of 0.78. Dimensional US Large Cap Value ETF has a fifty-two week low of $32.06 and a fifty-two week high of $42.35.

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.