M Holdings Securities Inc. purchased a new stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 548,837 shares of the company’s stock, valued at approximately $31,151,000. Dimensional US Marketwide Value ETF makes up about 1.9% of M Holdings Securities Inc.’s investment portfolio, making the stock its 5th largest position. M Holdings Securities Inc. owned 0.20% of Dimensional US Marketwide Value ETF as of its most recent SEC filing.
Other institutional investors have also recently bought and sold shares of the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in Dimensional US Marketwide Value ETF by 4.5% in the first quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,194,495 shares of the company’s stock worth $154,805,000 after purchasing an additional 136,247 shares in the last quarter. Modera Wealth Management LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the third quarter valued at $123,016,000. Evanson Financial LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the second quarter valued at $72,471,000. Apella Capital LLC raised its holdings in shares of Dimensional US Marketwide Value ETF by 0.3% in the third quarter. Apella Capital LLC now owns 1,072,946 shares of the company’s stock valued at $59,495,000 after buying an additional 2,871 shares during the last quarter. Finally, Monograph Wealth Advisors LLC raised its holdings in shares of Dimensional US Marketwide Value ETF by 4.8% in the first quarter. Monograph Wealth Advisors LLC now owns 1,014,868 shares of the company’s stock valued at $49,181,000 after buying an additional 46,425 shares during the last quarter.
Dimensional US Marketwide Value ETF Price Performance
Dimensional US Marketwide Value ETF stock opened at $55.44 on Monday. The stock has a 50-day simple moving average of $56.32 and a 200 day simple moving average of $53.41. The stock has a market capitalization of $15.52 billion, a price-to-earnings ratio of 15.88 and a beta of 0.89. 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.
Recommended Stories
- Five stocks we like better than Dimensional US Marketwide Value ETF
- Lemonade’s Revenue Soars 73%—So Why Did Its Stock Turn Sour After Earnings?
- Anthropic’s S-1 Strengthens the Case for Broadcom’s AI Growth
- After the Midterms, Which of These 3 Defense ETFs Looks Strongest?
- The Ugly Truth Behind SoundHound’s Q3 Results
Want to see what other hedge funds are holding DFUV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report).
Receive News & Ratings for Dimensional US Marketwide Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Dimensional US Marketwide Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.
