Wealthspire Advisors LLC Sells 4,877 Shares of Dimensional US Marketwide Value ETF $DFUV

Wealthspire Advisors LLC trimmed its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 2.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 206,188 shares of the company’s stock after selling 4,877 shares during the quarter. Wealthspire Advisors LLC’s holdings in Dimensional US Marketwide Value ETF were worth $8,718,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Assetmark Inc. increased its stake in Dimensional US Marketwide Value ETF by 62.9% in the second quarter. Assetmark Inc. now owns 5,376 shares of the company’s stock worth $227,000 after purchasing an additional 2,076 shares during the period. XY Planning Network Inc. boosted its stake in shares of Dimensional US Marketwide Value ETF by 85.3% during the second quarter. XY Planning Network Inc. now owns 20,588 shares of the company’s stock valued at $870,000 after purchasing an additional 9,476 shares during the period. Samalin Investment Counsel LLC grew its holdings in shares of Dimensional US Marketwide Value ETF by 6.3% in the second quarter. Samalin Investment Counsel LLC now owns 36,595 shares of the company’s stock worth $1,547,000 after purchasing an additional 2,169 shares during the last quarter. Truist Financial Corp increased its stake in Dimensional US Marketwide Value ETF by 0.8% in the 2nd quarter. Truist Financial Corp now owns 134,576 shares of the company’s stock worth $5,690,000 after buying an additional 1,008 shares during the period. Finally, Curio Wealth LLC increased its stake in Dimensional US Marketwide Value ETF by 354,050.0% in the 2nd quarter. Curio Wealth LLC now owns 42,498 shares of the company’s stock worth $1,797,000 after buying an additional 42,486 shares during the period.

Dimensional US Marketwide Value ETF Price Performance

Shares of DFUV opened at $44.37 on Wednesday. The firm has a market capitalization of $12.19 billion, a price-to-earnings ratio of 15.88 and a beta of 0.96. Dimensional US Marketwide Value ETF has a 1-year low of $35.38 and a 1-year high of $45.83. The company has a 50-day moving average of $44.68 and a 200 day moving average of $43.12.

Dimensional US Marketwide Value ETF Company 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.