EverSource Wealth Advisors LLC Increases Holdings in Dimensional US Marketwide Value ETF $DFUV

EverSource Wealth Advisors LLC grew its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 5.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 180,368 shares of the company’s stock after acquiring an additional 9,683 shares during the period. EverSource Wealth Advisors LLC’s holdings in Dimensional US Marketwide Value ETF were worth $8,403,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also made changes to their positions in the company. Capital Investment Advisory Services LLC lifted its position in shares of Dimensional US Marketwide Value ETF by 86.5% in the fourth quarter. Capital Investment Advisory Services LLC now owns 53,267 shares of the company’s stock valued at $2,482,000 after acquiring an additional 24,708 shares in the last quarter. Diversify Advisory Services LLC purchased a new position in shares of Dimensional US Marketwide Value ETF in the fourth quarter valued at about $1,218,000. Disciplined Equity Management Inc. lifted its position in shares of Dimensional US Marketwide Value ETF by 3.8% in the fourth quarter. Disciplined Equity Management Inc. now owns 802,309 shares of the company’s stock valued at $37,380,000 after acquiring an additional 29,547 shares in the last quarter. IFP Advisors Inc lifted its position in shares of Dimensional US Marketwide Value ETF by 75.3% in the third quarter. IFP Advisors Inc now owns 33,348 shares of the company’s stock valued at $1,490,000 after acquiring an additional 14,320 shares in the last quarter. Finally, Cahill Financial Advisors Inc. purchased a new position in shares of Dimensional US Marketwide Value ETF in the third quarter valued at about $596,000.

Dimensional US Marketwide Value ETF Stock Up 0.6%

Shares of Dimensional US Marketwide Value ETF stock opened at $53.12 on Friday. The stock’s 50-day simple moving average is $50.33 and its 200-day simple moving average is $48.58. Dimensional US Marketwide Value ETF has a 52 week low of $39.87 and a 52 week high of $53.30. The company has a market capitalization of $14.78 billion, a price-to-earnings ratio of 15.88 and a beta of 0.91.

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.