Envision Financial Planning LLC Buys 15,846 Shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Envision Financial Planning LLC grew its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 19.7% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 96,377 shares of the company’s stock after acquiring an additional 15,846 shares during the quarter. Dimensional US Large Cap Value ETF comprises about 1.6% of Envision Financial Planning LLC’s portfolio, making the stock its 19th biggest holding. Envision Financial Planning LLC’s holdings in Dimensional US Large Cap Value ETF were worth $2,969,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently modified their holdings of the stock. Innealta Capital LLC acquired a new position in Dimensional US Large Cap Value ETF in the second quarter valued at about $42,000. Global Trust Asset Management LLC increased its holdings in Dimensional US Large Cap Value ETF by 126.8% in the 2nd quarter. Global Trust Asset Management LLC now owns 2,046 shares of the company’s stock valued at $59,000 after buying an additional 1,144 shares during the period. S.A. Mason LLC bought a new position in Dimensional US Large Cap Value ETF in the 3rd quarter valued at about $88,000. City State Bank raised its position in shares of Dimensional US Large Cap Value ETF by 449.1% in the 2nd quarter. City State Bank now owns 3,130 shares of the company’s stock valued at $90,000 after buying an additional 2,560 shares in the last quarter. Finally, Voisard Asset Management Group Inc. bought a new stake in shares of Dimensional US Large Cap Value ETF during the 3rd quarter worth approximately $169,000.

Dimensional US Large Cap Value ETF Trading Down 0.5 %

NYSEARCA DFLV opened at $31.76 on Friday. The firm’s 50 day simple moving average is $30.94 and its 200 day simple moving average is $29.91. The firm has a market capitalization of $2.04 billion, a price-to-earnings ratio of 13.15 and a beta of 0.78. Dimensional US Large Cap Value ETF has a 1 year low of $24.87 and a 1 year high of $32.42.

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.