11,092 Dimensional US Marketwide Value ETF $DFUV Shares Sold by JDH Wealth Management LLC

JDH Wealth Management LLC lowered its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 5.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 202,392 shares of the company’s stock after selling 11,092 shares during the period. Dimensional US Marketwide Value ETF accounts for 6.7% of JDH Wealth Management LLC’s portfolio, making the stock its 4th biggest holding. JDH Wealth Management LLC’s holdings in Dimensional US Marketwide Value ETF were worth $11,132,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of DFUV. Integrated Wealth Concepts LLC lifted its position in Dimensional US Marketwide Value ETF by 1.5% in the 2nd quarter. Integrated Wealth Concepts LLC now owns 770,681 shares of the company’s stock valued at $42,395,000 after purchasing an additional 11,634 shares during the last quarter. Factor Wealth Management LTD boosted its stake in Dimensional US Marketwide Value ETF by 33.0% during the 1st quarter. Factor Wealth Management LTD now owns 718,370 shares of the company’s stock valued at $34,812,000 after purchasing an additional 178,352 shares during the period. Money Concepts Capital Corp bought a new position in Dimensional US Marketwide Value ETF in the 1st quarter worth about $650,000. Summit Wealth Group LLC grew its position in Dimensional US Marketwide Value ETF by 3.4% in the 1st quarter. Summit Wealth Group LLC now owns 311,177 shares of the company’s stock worth $15,080,000 after purchasing an additional 10,350 shares during the last quarter. Finally, Fischer Investment Strategies LLC bought a new position in Dimensional US Marketwide Value ETF in the 1st quarter worth about $20,716,000.

Dimensional US Marketwide Value ETF Trading Down 0.1%

Shares of NYSEARCA:DFUV opened at $55.99 on Tuesday. The firm’s 50 day moving average is $56.56 and its two-hundred day moving average is $54.53. Dimensional US Marketwide Value ETF has a 52 week low of $43.65 and a 52 week high of $57.89. The firm has a market capitalization of $15.39 billion, a P/E ratio of 15.88 and a beta of 0.90.

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.