Willow Creek Wealth Management Inc. Increases Stock Holdings in Dimensional US Large Cap Value ETF $DFLV

Willow Creek Wealth Management Inc. increased its holdings in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 157.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 32,954 shares of the company’s stock after buying an additional 20,150 shares during the quarter. Willow Creek Wealth Management Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $1,022,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in DFLV. Merit Financial Group LLC acquired a new stake in shares of Dimensional US Large Cap Value ETF during the 1st quarter valued at about $5,750,000. RFG Advisory LLC raised its position in shares of Dimensional US Large Cap Value ETF by 34.5% during the 1st quarter. RFG Advisory LLC now owns 465,464 shares of the company’s stock valued at $14,229,000 after buying an additional 119,299 shares during the period. Level Financial Advisors raised its position in shares of Dimensional US Large Cap Value ETF by 9.7% during the 1st quarter. Level Financial Advisors now owns 215,908 shares of the company’s stock valued at $6,600,000 after buying an additional 19,102 shares during the period. DBK Financial Counsel LLC raised its position in shares of Dimensional US Large Cap Value ETF by 2.7% during the 1st quarter. DBK Financial Counsel LLC now owns 56,184 shares of the company’s stock valued at $1,718,000 after buying an additional 1,467 shares during the period. Finally, Apella Capital LLC raised its position in shares of Dimensional US Large Cap Value ETF by 168.1% during the 1st quarter. Apella Capital LLC now owns 719,582 shares of the company’s stock valued at $20,767,000 after buying an additional 451,215 shares during the period.

Dimensional US Large Cap Value ETF Stock Up 1.0%

Shares of NYSEARCA DFLV opened at $32.80 on Friday. The firm has a market cap of $3.98 billion, a price-to-earnings ratio of 15.63 and a beta of 1.14. Dimensional US Large Cap Value ETF has a 52-week low of $26.26 and a 52-week high of $32.99. The business’s 50 day moving average is $32.11 and its two-hundred day moving average is $30.71.

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.