Forum Financial Management LP Trims Stock Position in Dimensional US Marketwide Value ETF $DFUV

Forum Financial Management LP cut its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.5% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,173,592 shares of the company’s stock after selling 17,349 shares during the period. Dimensional US Marketwide Value ETF comprises approximately 0.8% of Forum Financial Management LP’s investment portfolio, making the stock its 16th biggest holding. Forum Financial Management LP’s holdings in Dimensional US Marketwide Value ETF were worth $56,872,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Royal Bank of Canada grew its position in Dimensional US Marketwide Value ETF by 1.9% during the 1st quarter. Royal Bank of Canada now owns 102,072 shares of the company’s stock worth $4,206,000 after purchasing an additional 1,863 shares during the period. AQR Capital Management LLC lifted its holdings in shares of Dimensional US Marketwide Value ETF by 50.9% in the 1st quarter. AQR Capital Management LLC now owns 102,100 shares of the company’s stock valued at $4,208,000 after buying an additional 34,441 shares during the period. Goldman Sachs Group Inc. purchased a new stake in shares of Dimensional US Marketwide Value ETF in the first quarter worth about $202,000. Russell Investments Group Ltd. boosted its stake in shares of 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 buying an additional 1,900 shares during the last quarter. Finally, Baird Financial Group Inc. grew its holdings in Dimensional US Marketwide Value ETF by 3.2% during the second quarter. Baird Financial Group Inc. now owns 29,492 shares of the company’s stock worth $1,247,000 after acquiring an additional 925 shares during the period.

Dimensional US Marketwide Value ETF Trading Up 0.1%

Shares of DFUV stock opened at $55.13 on Tuesday. The stock has a 50 day moving average of $53.16 and a 200 day moving average of $50.28. The stock has a market cap of $15.34 billion, a P/E ratio of 15.88 and a beta of 0.90. Dimensional US Marketwide Value ETF has a twelve month low of $41.62 and a twelve month high of $55.65.

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.