Monograph Wealth Advisors LLC Increases Stock Holdings in Dimensional US Marketwide Value ETF $DFUV

Monograph Wealth Advisors LLC boosted its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 968,443 shares of the company’s stock after acquiring an additional 16,703 shares during the period. Dimensional US Marketwide Value ETF accounts for about 4.4% of Monograph Wealth Advisors LLC’s holdings, making the stock its 3rd biggest position. Monograph Wealth Advisors LLC owned approximately 0.35% of Dimensional US Marketwide Value ETF worth $45,120,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in DFUV. Rothschild Investment LLC bought a new position in Dimensional US Marketwide Value ETF in the fourth quarter worth approximately $27,000. VSM Wealth Advisory LLC bought a new position in Dimensional US Marketwide Value ETF in the fourth quarter worth approximately $47,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in Dimensional US Marketwide Value ETF in the fourth quarter worth approximately $64,000. Ares Financial Consulting LLC bought a new position in Dimensional US Marketwide Value ETF in the fourth quarter worth approximately $126,000. Finally, Russell Investments Group Ltd. boosted its holdings in Dimensional US Marketwide Value ETF by 117.3% in the second quarter. Russell Investments Group Ltd. now owns 3,520 shares of the company’s stock worth $149,000 after acquiring an additional 1,900 shares in the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

Shares of NYSEARCA:DFUV opened at $54.89 on Friday. The business’s 50 day simple moving average is $52.04 and its two-hundred day simple moving average is $49.55. The firm has a market cap of $15.27 billion, a P/E 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 $55.08.

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.