Dimensional US Marketwide Value ETF $DFUV Holdings Lessened by WorthPointe LLC

WorthPointe LLC trimmed its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 2.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 505,062 shares of the company’s stock after selling 14,892 shares during the quarter. Dimensional US Marketwide Value ETF makes up about 6.7% of WorthPointe LLC’s investment portfolio, making the stock its 3rd largest holding. WorthPointe LLC owned approximately 0.18% of Dimensional US Marketwide Value ETF worth $27,783,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of the business. Equitable Holdings Inc. raised its holdings in Dimensional US Marketwide Value ETF by 0.5% in the 3rd quarter. Equitable Holdings Inc. now owns 46,254 shares of the company’s stock worth $2,067,000 after purchasing an additional 242 shares during the period. Eldridge Investment Advisors Inc. grew its holdings in Dimensional US Marketwide Value ETF by 1.0% during the fourth quarter. Eldridge Investment Advisors Inc. now owns 27,788 shares of the company’s stock valued at $1,295,000 after purchasing an additional 273 shares during the period. Aptus Capital Advisors LLC grew its holdings in Dimensional US Marketwide Value ETF by 0.5% during the fourth quarter. Aptus Capital Advisors LLC now owns 54,816 shares of the company’s stock valued at $2,554,000 after purchasing an additional 277 shares during the period. Brookstone Capital Management grew its holdings in Dimensional US Marketwide Value ETF by 5.4% during the first quarter. Brookstone Capital Management now owns 8,661 shares of the company’s stock valued at $420,000 after purchasing an additional 443 shares during the period. Finally, Rothschild Investment LLC purchased a new stake in Dimensional US Marketwide Value ETF in the fourth quarter worth about $27,000.

Dimensional US Marketwide Value ETF Stock Up 0.8%

NYSEARCA DFUV opened at $57.32 on Thursday. The stock’s 50-day moving average price is $56.04 and its 200-day moving average price is $52.92. Dimensional US Marketwide Value ETF has a 52 week low of $43.56 and a 52 week high of $57.89. The company has a market capitalization of $15.91 billion, a P/E ratio of 15.88 and a beta of 0.89.

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.