Evanson Financial LLC Takes Position in Dimensional US Marketwide Value ETF $DFUV

Evanson Financial LLC bought a new stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,317,420 shares of the company’s stock, valued at approximately $72,471,000. Dimensional US Marketwide Value ETF makes up approximately 3.6% of Evanson Financial LLC’s investment portfolio, making the stock its 10th biggest position. Evanson Financial LLC owned 0.47% of Dimensional US Marketwide Value ETF at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Rothschild Investment LLC bought a new stake in Dimensional US Marketwide Value ETF in the 4th quarter valued at $27,000. Turtle Creek Wealth Advisors LLC bought a new position in shares of Dimensional US Marketwide Value ETF during the 1st quarter worth about $33,000. VSM Wealth Advisory LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF during the 4th quarter valued at about $47,000. Arax Advisory Partners acquired a new stake in shares of Dimensional US Marketwide Value ETF during the 4th quarter valued at about $53,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF during the 4th quarter valued at about $64,000.

Dimensional US Marketwide Value ETF Stock Down 0.1%

NYSEARCA:DFUV opened at $56.52 on Friday. Dimensional US Marketwide Value ETF has a 12-month low of $42.12 and a 12-month high of $56.99. The firm has a market capitalization of $15.68 billion, a PE ratio of 15.88 and a beta of 0.89. The firm has a 50-day moving average price of $54.91 and a 200 day moving average price of $51.85.

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.