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

JDH Wealth Management LLC cut its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 5.2% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 202,392 shares of the company’s stock after selling 11,092 shares during the period. Dimensional US Marketwide Value ETF comprises approximately 6.7% of JDH Wealth Management LLC’s holdings, making the stock its 4th biggest position. JDH Wealth Management LLC owned 0.07% of Dimensional US Marketwide Value ETF worth $11,132,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. TCI Wealth Advisors Inc. raised its stake in Dimensional US Marketwide Value ETF by 4.4% during the first quarter. TCI Wealth Advisors Inc. now owns 3,464,039 shares of the company’s stock worth $167,867,000 after acquiring an additional 144,548 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in Dimensional US Marketwide Value ETF by 4.5% in the first quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,194,495 shares of the company’s stock worth $154,805,000 after acquiring an additional 136,247 shares during the last quarter. Evanson Financial LLC acquired a new position in Dimensional US Marketwide Value ETF in the second quarter valued at approximately $72,471,000. Apella Capital LLC boosted its stake in Dimensional US Marketwide Value ETF by 45.6% in the first quarter. Apella Capital LLC now owns 1,074,939 shares of the company’s stock valued at $54,747,000 after acquiring an additional 336,721 shares during the period. Finally, Monograph Wealth Advisors LLC boosted its stake in Dimensional US Marketwide Value ETF by 4.8% in the first quarter. Monograph Wealth Advisors LLC now owns 1,014,868 shares of the company’s stock valued at $49,181,000 after acquiring an additional 46,425 shares during the period.

Dimensional US Marketwide Value ETF Trading Down 0.1%

NYSEARCA:DFUV opened at $55.99 on Tuesday. The firm has a market capitalization of $15.39 billion, a PE ratio of 15.88 and a beta of 0.90. The stock has a 50 day moving average of $56.56 and a 200-day moving average of $54.53. Dimensional US Marketwide Value ETF has a 52 week low of $43.65 and a 52 week high of $57.89.

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.