Evensky & Katz LLC Reduces Position in Dimensional US Marketwide Value ETF $DFUV

Evensky & Katz LLC trimmed its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 2.0% during the second quarter, Holdings Channel.com reports. The firm owned 117,279 shares of the company’s stock after selling 2,431 shares during the period. Dimensional US Marketwide Value ETF accounts for approximately 0.3% of Evensky & Katz LLC’s holdings, making the stock its 27th largest position. Evensky & Katz LLC’s holdings in Dimensional US Marketwide Value ETF were worth $4,959,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of DFUV. RFG Advisory LLC increased its holdings in Dimensional US Marketwide Value ETF by 4.4% in the first quarter. RFG Advisory LLC now owns 9,256 shares of the company’s stock valued at $381,000 after buying an additional 386 shares during the last quarter. Rockwood Wealth Management LLC lifted its holdings in Dimensional US Marketwide Value ETF by 28.0% during the 1st quarter. Rockwood Wealth Management LLC now owns 10,227 shares of the company’s stock worth $421,000 after buying an additional 2,236 shares during the last quarter. Disciplined Equity Management Inc. boosted its position in shares of Dimensional US Marketwide Value ETF by 1.1% during the 1st quarter. Disciplined Equity Management Inc. now owns 681,866 shares of the company’s stock worth $28,100,000 after acquiring an additional 7,538 shares in the last quarter. Simplicity Wealth LLC increased its holdings in shares of Dimensional US Marketwide Value ETF by 2,001.6% in the 1st quarter. Simplicity Wealth LLC now owns 117,016 shares of the company’s stock valued at $4,822,000 after acquiring an additional 111,448 shares during the last quarter. Finally, CX Institutional purchased a new position in shares of Dimensional US Marketwide Value ETF in the 1st quarter valued at about $53,000.

Dimensional US Marketwide Value ETF Stock Up 0.6%

DFUV stock opened at $45.02 on Monday. The business has a 50 day moving average price of $43.88 and a 200 day moving average price of $41.85. The stock has a market cap of $12.36 billion, a price-to-earnings ratio of 15.88 and a beta of 1.12. Dimensional US Marketwide Value ETF has a fifty-two week low of $35.38 and a fifty-two week high of $45.22.

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.