Dimensional US Marketwide Value ETF $DFUV is Factor Wealth Management LTD’s Largest Position

Factor Wealth Management LTD boosted its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 32.0% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 948,209 shares of the company’s stock after purchasing an additional 229,839 shares during the quarter. Dimensional US Marketwide Value ETF comprises 7.9% of Factor Wealth Management LTD’s investment portfolio, making the stock its biggest position. Factor Wealth Management LTD’s holdings in Dimensional US Marketwide Value ETF were worth $52,161,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Rothschild Investment LLC purchased a new position in shares of Dimensional US Marketwide Value ETF during the 4th quarter valued at $27,000. Turtle Creek Wealth Advisors LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF in the first quarter worth $33,000. VSM Wealth Advisory LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF in the fourth quarter worth $47,000. Arax Advisory Partners bought a new stake in Dimensional US Marketwide Value ETF during the fourth quarter valued at $53,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new stake in Dimensional US Marketwide Value ETF during the fourth quarter valued at $64,000.

Dimensional US Marketwide Value ETF Stock Down 0.1%

Dimensional US Marketwide Value ETF stock opened at $56.52 on Friday. The stock has a market cap of $15.68 billion, a price-to-earnings ratio of 15.88 and a beta of 0.89. The business has a 50-day simple moving average of $54.91 and a 200 day simple moving average of $51.85. Dimensional US Marketwide Value ETF has a 52 week low of $42.12 and a 52 week high of $56.99.

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.