Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) is Disciplined Equity Management Inc.’s 2nd Largest Position

Disciplined Equity Management Inc. boosted its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 9.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 649,765 shares of the company’s stock after buying an additional 58,124 shares during the period. Dimensional US Marketwide Value ETF accounts for about 16.6% of Disciplined Equity Management Inc.’s investment portfolio, making the stock its 2nd biggest holding. Disciplined Equity Management Inc. owned approximately 0.26% of Dimensional US Marketwide Value ETF worth $24,184,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in DFUV. AWM Capital LLC boosted its stake in shares of Dimensional US Marketwide Value ETF by 1.5% during the 3rd quarter. AWM Capital LLC now owns 25,840 shares of the company’s stock worth $879,000 after acquiring an additional 384 shares in the last quarter. IFG Advisory LLC increased its holdings in shares of Dimensional US Marketwide Value ETF by 1.9% during the 4th quarter. IFG Advisory LLC now owns 24,209 shares of the company’s stock worth $901,000 after buying an additional 447 shares during the last quarter. Gradient Capital Advisors LLC increased its holdings in shares of Dimensional US Marketwide Value ETF by 0.4% during the 3rd quarter. Gradient Capital Advisors LLC now owns 134,878 shares of the company’s stock worth $4,589,000 after buying an additional 486 shares during the last quarter. Tandem Wealth Advisors LLC acquired a new stake in Dimensional US Marketwide Value ETF in the 4th quarter valued at approximately $25,000. Finally, Colorado Capital Management Inc. increased its holdings in Dimensional US Marketwide Value ETF by 0.4% in the 4th quarter. Colorado Capital Management Inc. now owns 179,877 shares of the company’s stock valued at $6,695,000 after purchasing an additional 755 shares during the last quarter.

Dimensional US Marketwide Value ETF Price Performance

Shares of Dimensional US Marketwide Value ETF stock traded up $0.01 during trading on Wednesday, hitting $39.54. 229,920 shares of the stock were exchanged, compared to its average volume of 321,065. The stock has a market cap of $10.32 billion, a price-to-earnings ratio of 13.41 and a beta of 1.12. The firm’s 50-day moving average price is $39.40 and its 200 day moving average price is $36.86. Dimensional US Marketwide Value ETF has a 12-month low of $31.76 and a 12-month high of $40.96.

About Dimensional US Marketwide Value ETF

The Dimensional US Marketwide Value ETF (DFUV) is an exchange-traded fund that is based on the Russell 3000 Value index. The fund is an actively managed portfolio of US stocks, selected for having value characteristics. The fund seeks to provide long-term capital appreciation. DFUV was launched on Dec 16, 1998 and is managed by Dimensional.