Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) Stock Holdings Lowered by Total Wealth Planning LLC

Total Wealth Planning LLC cut its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 3.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 120,268 shares of the company’s stock after selling 3,678 shares during the period. Dimensional US Marketwide Value ETF makes up approximately 0.8% of Total Wealth Planning LLC’s holdings, making the stock its 24th biggest position. Total Wealth Planning LLC’s holdings in Dimensional US Marketwide Value ETF were worth $4,956,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Raymond James Financial Inc. bought a new stake in shares of Dimensional US Marketwide Value ETF during the 4th quarter worth $50,088,000. Focus Partners Advisor Solutions LLC lifted its stake in Dimensional US Marketwide Value ETF by 31.4% during the fourth quarter. Focus Partners Advisor Solutions LLC now owns 4,556,275 shares of the company’s stock valued at $186,443,000 after buying an additional 1,088,104 shares in the last quarter. Envestnet Asset Management Inc. increased its position in shares of Dimensional US Marketwide Value ETF by 2.8% in the fourth quarter. Envestnet Asset Management Inc. now owns 33,877,455 shares of the company’s stock worth $1,386,265,000 after acquiring an additional 911,610 shares in the last quarter. Wealth Management Nebraska acquired a new stake in shares of Dimensional US Marketwide Value ETF during the fourth quarter valued at approximately $30,097,000. Finally, Timonier Family Office LTD. purchased a new stake in shares of Dimensional US Marketwide Value ETF in the 4th quarter valued at approximately $27,032,000.

Dimensional US Marketwide Value ETF Stock Down 0.2%

DFUV opened at $41.49 on Thursday. The firm has a market capitalization of $11.66 billion, a P/E ratio of 15.68 and a beta of 0.98. The stock has a fifty day moving average of $39.69 and a 200-day moving average of $41.23. Dimensional US Marketwide Value ETF has a 12-month low of $35.38 and a 12-month high of $44.61.

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.