Root Financial Partners LLC trimmed its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 10.1% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 293,468 shares of the company’s stock after selling 33,030 shares during the period. Dimensional US Marketwide Value ETF comprises 0.5% of Root Financial Partners LLC’s portfolio, making the stock its 23rd biggest holding. Root Financial Partners LLC owned about 0.11% of Dimensional US Marketwide Value ETF worth $16,141,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also bought and sold shares of the company. TCI Wealth Advisors Inc. grew its stake in shares of Dimensional US Marketwide Value ETF by 4.4% during the 1st quarter. TCI Wealth Advisors Inc. now owns 3,464,039 shares of the company’s stock valued at $167,867,000 after purchasing an additional 144,548 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in shares of Dimensional US Marketwide Value ETF by 4.5% during the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,194,495 shares of the company’s stock valued at $154,805,000 after purchasing an additional 136,247 shares during the last quarter. Evanson Financial LLC bought a new position in shares of Dimensional US Marketwide Value ETF in the 2nd quarter worth approximately $72,471,000. Apella Capital LLC lifted its stake in shares of Dimensional US Marketwide Value ETF by 0.3% in the 3rd quarter. Apella Capital LLC now owns 1,072,946 shares of the company’s stock worth $59,495,000 after purchasing an additional 2,871 shares during the period. Finally, Factor Wealth Management LTD lifted its stake in shares of Dimensional US Marketwide Value ETF by 2.9% in the 3rd quarter. Factor Wealth Management LTD now owns 976,097 shares of the company’s stock worth $53,685,000 after purchasing an additional 27,888 shares during the period.
Dimensional US Marketwide Value ETF Trading Up 0.0%
DFUV opened at $56.58 on Friday. The company has a market cap of $15.55 billion, a price-to-earnings ratio of 15.88 and a beta of 0.90. The company’s 50 day moving average is $56.51 and its 200 day moving average is $54.70. Dimensional US Marketwide Value ETF has a 12-month low of $43.65 and a 12-month high of $57.89.
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.
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