Heritage Investment Group Inc. Has $41.11 Million Stake in Dimensional US Marketwide Value ETF $DFUV

Heritage Investment Group Inc. trimmed its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.8% during the third quarter, HoldingsChannel reports. The fund owned 919,965 shares of the company’s stock after selling 16,390 shares during the quarter. Dimensional US Marketwide Value ETF comprises 6.6% of Heritage Investment Group Inc.’s holdings, making the stock its 5th largest position. Heritage Investment Group Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $41,113,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Mustard Seed Financial LLC lifted its holdings in shares of Dimensional US Marketwide Value ETF by 1.0% during the third quarter. Mustard Seed Financial LLC now owns 22,445 shares of the company’s stock worth $1,003,000 after purchasing an additional 226 shares during the period. Warwick Investment Management Inc. increased its holdings in Dimensional US Marketwide Value ETF by 0.4% in the third quarter. Warwick Investment Management Inc. now owns 51,542 shares of the company’s stock valued at $2,303,000 after purchasing an additional 228 shares during the period. Valeo Financial Advisors LLC increased its holdings in Dimensional US Marketwide Value ETF by 1.1% in the second quarter. Valeo Financial Advisors LLC now owns 28,572 shares of the company’s stock valued at $1,208,000 after purchasing an additional 311 shares during the period. Atria Wealth Solutions Inc. raised its position in Dimensional US Marketwide Value ETF by 1.7% during the 2nd quarter. Atria Wealth Solutions Inc. now owns 19,048 shares of the company’s stock worth $807,000 after purchasing an additional 323 shares during the last quarter. Finally, Robertson Stephens Wealth Management LLC lifted its holdings in Dimensional US Marketwide Value ETF by 0.6% during the 2nd quarter. Robertson Stephens Wealth Management LLC now owns 64,652 shares of the company’s stock worth $2,733,000 after buying an additional 363 shares during the period.

Dimensional US Marketwide Value ETF Trading Down 0.8%

NYSEARCA DFUV opened at $48.61 on Friday. The business’s 50-day moving average price is $46.74 and its two-hundred day moving average price is $44.97. Dimensional US Marketwide Value ETF has a 12 month low of $35.38 and a 12 month high of $49.22. The firm has a market capitalization of $13.40 billion, a PE ratio of 15.88 and a beta of 0.96.

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.