Dimensional US Marketwide Value ETF $DFUV Stock Sold by Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors cut its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 3.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 240,195 shares of the company’s stock after selling 9,681 shares during the quarter. Dimensional US Marketwide Value ETF accounts for about 4.4% of Vestia Personal Wealth Advisors’ holdings, making the stock its 6th biggest holding. Vestia Personal Wealth Advisors owned about 0.09% of Dimensional US Marketwide Value ETF worth $13,214,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. TCI Wealth Advisors Inc. increased its stake in shares of Dimensional US Marketwide Value ETF by 4.4% in the first quarter. TCI Wealth Advisors Inc. now owns 3,464,039 shares of the company’s stock valued at $167,867,000 after buying an additional 144,548 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in Dimensional US Marketwide Value ETF by 4.5% in the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,194,495 shares of the company’s stock valued at $154,805,000 after buying an additional 136,247 shares during the last quarter. Evanson Financial LLC bought a new position in Dimensional US Marketwide Value ETF in the 2nd quarter valued at approximately $72,471,000. Apella Capital LLC raised its holdings in Dimensional US Marketwide Value ETF by 0.3% in the 3rd quarter. Apella Capital LLC now owns 1,072,946 shares of the company’s stock valued at $59,495,000 after buying an additional 2,871 shares during the last quarter. Finally, Factor Wealth Management LTD raised its holdings in Dimensional US Marketwide Value ETF by 2.9% in the 3rd quarter. Factor Wealth Management LTD now owns 976,097 shares of the company’s stock valued at $53,685,000 after buying an additional 27,888 shares during the last quarter.

Dimensional US Marketwide Value ETF Price Performance

NYSEARCA:DFUV opened at $55.99 on Tuesday. The firm’s 50 day simple moving average is $56.56 and its 200 day simple moving average is $54.53. Dimensional US Marketwide Value ETF has a one year low of $43.65 and a one year high of $57.89. The company has a market cap of $15.39 billion, a PE ratio of 15.88 and a beta of 0.90.

Dimensional US Marketwide Value ETF 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.