Dimensional US Marketwide Value ETF $DFUV Shares Sold by Modera Wealth Management LLC

Modera Wealth Management LLC lessened its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.6% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 2,273,790 shares of the company’s stock after selling 35,878 shares during the quarter. Dimensional US Marketwide Value ETF makes up about 1.2% of Modera Wealth Management LLC’s portfolio, making the stock its 20th biggest holding. Modera Wealth Management LLC’s holdings in Dimensional US Marketwide Value ETF were worth $96,136,000 as of its most recent filing with the SEC.

Other large investors also recently added to or reduced their stakes in the company. Maseco LLP acquired a new stake in shares of Dimensional US Marketwide Value ETF in the second quarter valued at about $87,852,000. Envestnet Asset Management Inc. lifted its stake in Dimensional US Marketwide Value ETF by 4.2% in the 2nd quarter. Envestnet Asset Management Inc. now owns 31,752,400 shares of the company’s stock valued at $1,342,491,000 after buying an additional 1,277,162 shares in the last quarter. Porter White Investment Advisors Inc. acquired a new stake in Dimensional US Marketwide Value ETF in the 1st quarter worth about $39,453,000. Elser Financial Planning Inc increased its stake in Dimensional US Marketwide Value ETF by 12,942.2% during the 2nd quarter. Elser Financial Planning Inc now owns 955,604 shares of the company’s stock worth $40,422,000 after buying an additional 948,277 shares in the last quarter. Finally, LRI Investments LLC lifted its position in shares of Dimensional US Marketwide Value ETF by 2,268.5% in the first quarter. LRI Investments LLC now owns 530,110 shares of the company’s stock valued at $21,846,000 after acquiring an additional 507,728 shares in the last quarter.

Dimensional US Marketwide Value ETF Price Performance

Shares of NYSEARCA:DFUV opened at $44.43 on Friday. Dimensional US Marketwide Value ETF has a 1 year low of $35.38 and a 1 year high of $45.36. The firm has a market capitalization of $12.21 billion, a PE ratio of 15.88 and a beta of 0.96. The business’s 50 day moving average price is $44.57 and its 200-day moving average price is $42.73.

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.