Johnson Wealth Management LLC Makes New $617,000 Investment in Dimensional US Marketwide Value ETF $DFUV

Johnson Wealth Management LLC bought a new position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 13,237 shares of the company’s stock, valued at approximately $617,000. Dimensional US Marketwide Value ETF makes up approximately 0.3% of Johnson Wealth Management LLC’s investment portfolio, making the stock its 29th biggest position.

A number of other hedge funds have also added to or reduced their stakes in the business. Wealthcare Advisory Partners LLC increased its holdings in Dimensional US Marketwide Value ETF by 0.9% in the fourth quarter. Wealthcare Advisory Partners LLC now owns 24,650 shares of the company’s stock worth $1,148,000 after purchasing an additional 219 shares in the last quarter. Mustard Seed Financial LLC increased its holdings in Dimensional US Marketwide Value ETF by 1.0% in the fourth quarter. Mustard Seed Financial LLC now owns 22,671 shares of the company’s stock worth $1,056,000 after purchasing an additional 226 shares in the last quarter. Five Oceans Advisors increased its holdings in Dimensional US Marketwide Value ETF by 2.9% in the fourth quarter. Five Oceans Advisors now owns 8,166 shares of the company’s stock worth $380,000 after purchasing an additional 233 shares in the last quarter. Equitable Holdings Inc. increased its holdings in Dimensional US Marketwide Value ETF by 0.5% in the third quarter. Equitable Holdings Inc. now owns 46,254 shares of the company’s stock worth $2,067,000 after purchasing an additional 242 shares in the last quarter. Finally, Kaufman Rossin Wealth LLC increased its holdings in Dimensional US Marketwide Value ETF by 1.0% in the fourth quarter. Kaufman Rossin Wealth LLC now owns 25,950 shares of the company’s stock worth $1,209,000 after purchasing an additional 246 shares in the last quarter.

Dimensional US Marketwide Value ETF Stock Down 1.3%

NYSEARCA DFUV opened at $53.40 on Thursday. The company has a market cap of $14.86 billion, a price-to-earnings ratio of 15.88 and a beta of 0.90. Dimensional US Marketwide Value ETF has a 52 week low of $41.12 and a 52 week high of $54.72. The business has a 50 day moving average price of $51.79 and a 200-day moving average price of $49.44.

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.