Trace Wealth Advisors LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 98,992 shares of the company’s stock, valued at approximately $4,051,000. Dimensional US Marketwide Value ETF makes up approximately 3.6% of Trace Wealth Advisors LLC’s investment portfolio, making the stock its 9th biggest holding.
Other institutional investors also recently added to or reduced their stakes in the company. Crews Bank & Trust bought a new stake in Dimensional US Marketwide Value ETF during the fourth quarter valued at about $25,000. VSM Wealth Advisory LLC bought a new stake in Dimensional US Marketwide Value ETF during the fourth quarter valued at about $41,000. Assetmark Inc. raised its stake in Dimensional US Marketwide Value ETF by 104.5% in the fourth quarter. Assetmark Inc. now owns 1,045 shares of the company’s stock valued at $43,000 after buying an additional 534 shares during the last quarter. Heck Capital Advisors LLC purchased a new stake in Dimensional US Marketwide Value ETF in the fourth quarter valued at about $67,000. Finally, Kestra Investment Management LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth about $90,000.
Dimensional US Marketwide Value ETF Stock Performance
Shares of DFUV stock opened at $41.51 on Friday. Dimensional US Marketwide Value ETF has a fifty-two week low of $35.38 and a fifty-two week high of $44.61. The firm has a market capitalization of $11.31 billion, a price-to-earnings ratio of 15.68 and a beta of 0.99. The stock’s 50-day simple moving average is $39.70 and its 200-day simple moving average is $41.48.
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.
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