Mission Wealth Management LP Boosts Stock Position in Dimensional US Marketwide Value ETF $DFUV

Mission Wealth Management LP raised its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 20.1% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 719,062 shares of the company’s stock after acquiring an additional 120,229 shares during the period. Dimensional US Marketwide Value ETF makes up 0.7% of Mission Wealth Management LP’s investment portfolio, making the stock its 27th biggest holding. Mission Wealth Management LP owned 0.26% of Dimensional US Marketwide Value ETF worth $33,501,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. HHM Wealth Advisors LLC purchased a new stake in Dimensional US Marketwide Value ETF during the 3rd quarter valued at approximately $46,000. CNB Bank purchased a new stake in Dimensional US Marketwide Value ETF during the 3rd quarter valued at approximately $97,000. Ares Financial Consulting LLC purchased a new stake in Dimensional US Marketwide Value ETF during the 4th quarter valued at approximately $126,000. Russell Investments Group Ltd. raised its stake in Dimensional US Marketwide Value ETF by 117.3% during the 2nd quarter. Russell Investments Group Ltd. now owns 3,520 shares of the company’s stock valued at $149,000 after acquiring an additional 1,900 shares during the last quarter. Finally, Abound Wealth Management raised its stake in Dimensional US Marketwide Value ETF by 33.4% during the 4th quarter. Abound Wealth Management now owns 3,311 shares of the company’s stock valued at $154,000 after acquiring an additional 829 shares during the last quarter.

Dimensional US Marketwide Value ETF Price Performance

DFUV opened at $52.14 on Monday. The business has a 50 day moving average price of $49.97 and a two-hundred day moving average price of $48.33. The company has a market cap of $14.51 billion, a PE ratio of 15.88 and a beta of 0.91. Dimensional US Marketwide Value ETF has a 52 week low of $39.87 and a 52 week high of $53.03.

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.