Heritage Wealth Management Inc. Texas Sells 54,784 Shares of Dimensional US Marketwide Value ETF $DFUV

Heritage Wealth Management Inc. Texas trimmed its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 7.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 673,361 shares of the company’s stock after selling 54,784 shares during the period. Dimensional US Marketwide Value ETF comprises 14.2% of Heritage Wealth Management Inc. Texas’ investment portfolio, making the stock its 2nd largest position. Heritage Wealth Management Inc. Texas owned 0.25% of Dimensional US Marketwide Value ETF worth $28,490,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of DFUV. Fortitude Family Office LLC lifted its position in shares of Dimensional US Marketwide Value ETF by 31.6% during the second quarter. Fortitude Family Office LLC now owns 1,040 shares of the company’s stock worth $44,000 after purchasing an additional 250 shares in the last quarter. Compass Wealth Management LLC acquired a new position in shares of Dimensional US Marketwide Value ETF during the first quarter worth $71,000. Asset Dedication LLC acquired a new position in shares of Dimensional US Marketwide Value ETF during the first quarter worth $71,000. Ameritas Advisory Services LLC acquired a new position in shares of Dimensional US Marketwide Value ETF during the second quarter worth $85,000. Finally, Kings Path Partners LLC lifted its position in shares of Dimensional US Marketwide Value ETF by 1,996.0% during the second quarter. Kings Path Partners LLC now owns 2,117 shares of the company’s stock worth $90,000 after purchasing an additional 2,016 shares in the last quarter.

Dimensional US Marketwide Value ETF Trading Up 0.4%

NYSEARCA DFUV opened at $45.33 on Tuesday. The company’s fifty day simple moving average is $44.46 and its 200-day simple moving average is $42.39. Dimensional US Marketwide Value ETF has a 52 week low of $35.38 and a 52 week high of $45.36. The stock has a market cap of $12.45 billion, a P/E ratio of 15.88 and a beta of 0.96.

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.