Dimensional US Marketwide Value ETF $DFUV Stake Lessened by Delap Wealth Advisory LLC

Delap Wealth Advisory LLC reduced its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 4.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,821 shares of the company’s stock after selling 843 shares during the period. Delap Wealth Advisory LLC’s holdings in Dimensional US Marketwide Value ETF were worth $711,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of DFUV. Harbour Investments Inc. raised its stake in shares of Dimensional US Marketwide Value ETF by 25.1% during the 2nd quarter. Harbour Investments Inc. now owns 6,473 shares of the company’s stock worth $274,000 after purchasing an additional 1,298 shares in the last quarter. Atria Wealth Solutions Inc. raised its holdings in shares of Dimensional US Marketwide Value ETF by 1.7% during the 2nd quarter. Atria Wealth Solutions Inc. now owns 19,048 shares of the company’s stock valued at $807,000 after purchasing an additional 323 shares in the last quarter. Wealth Architects LLC raised its stake in shares of Dimensional US Marketwide Value ETF by 2.6% in the 2nd quarter. Wealth Architects LLC now owns 731,241 shares of the company’s stock valued at $30,917,000 after acquiring an additional 18,320 shares in the last quarter. MGO One Seven LLC raised its position in shares of Dimensional US Marketwide Value ETF by 25.1% in the second quarter. MGO One Seven LLC now owns 6,504 shares of the company’s stock valued at $275,000 after purchasing an additional 1,304 shares during the period. Finally, LRI Investments LLC raised its position in shares of Dimensional US Marketwide Value ETF by 3.7% in the second quarter. LRI Investments LLC now owns 549,843 shares of the company’s stock valued at $23,247,000 after purchasing an additional 19,733 shares during the period.

Dimensional US Marketwide Value ETF Price Performance

Shares of DFUV opened at $44.45 on Wednesday. The company has a market capitalization of $12.21 billion, a PE ratio of 15.88 and a beta of 1.12. Dimensional US Marketwide Value ETF has a one year low of $35.38 and a one year high of $45.34. The company’s fifty day moving average price is $44.14 and its 200 day moving average price is $41.99.

Dimensional US Marketwide Value ETF Profile

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.