Dimensional US Marketwide Value ETF $DFUV Shares Sold by Compound Planning Inc.

Compound Planning Inc. trimmed its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 18.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 185,504 shares of the company’s stock after selling 42,564 shares during the quarter. Compound Planning Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $8,643,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Clune & Associates LTD. increased its position in Dimensional US Marketwide Value ETF by 18.5% during the 4th quarter. Clune & Associates LTD. now owns 540,018 shares of the company’s stock worth $25,159,000 after purchasing an additional 84,348 shares in the last quarter. Capital Investment Advisory Services LLC grew its stake in Dimensional US Marketwide Value ETF by 86.5% during the fourth quarter. Capital Investment Advisory Services LLC now owns 53,267 shares of the company’s stock worth $2,482,000 after buying an additional 24,708 shares during the period. Diversify Advisory Services LLC purchased a new stake in Dimensional US Marketwide Value ETF during the fourth quarter worth approximately $1,218,000. Disciplined Equity Management Inc. increased its position in shares of Dimensional US Marketwide Value ETF by 3.8% in the fourth quarter. Disciplined Equity Management Inc. now owns 802,309 shares of the company’s stock worth $37,380,000 after acquiring an additional 29,547 shares in the last quarter. Finally, Frankly Finances LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the fourth quarter worth $2,413,000.

Dimensional US Marketwide Value ETF Trading Up 0.5%

Shares of DFUV stock opened at $54.62 on Friday. The company’s fifty day simple moving average is $52.51 and its 200-day simple moving average is $49.84. The company has a market cap of $15.20 billion, a PE ratio of 15.88 and a beta of 0.90. Dimensional US Marketwide Value ETF has a 52 week low of $41.18 and a 52 week high of $55.47.

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.