Compound Planning Inc. Has $10.10 Million Stock Position in Dimensional US Marketwide Value ETF $DFUV

Compound Planning Inc. grew its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 12.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 208,319 shares of the company’s stock after acquiring an additional 22,815 shares during the period. Compound Planning Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $10,095,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in DFUV. Mercer Global Advisors Inc. ADV lifted its holdings in Dimensional US Marketwide Value ETF by 4.5% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 39,863,226 shares of the company’s stock worth $1,857,237,000 after purchasing an additional 1,727,520 shares during the last quarter. Focus Partners Wealth grew its holdings in Dimensional US Marketwide Value ETF by 0.6% in the 4th quarter. Focus Partners Wealth now owns 14,767,787 shares of the company’s stock valued at $688,031,000 after buying an additional 85,893 shares in the last quarter. Corient Private Wealth LLC grew its holdings in Dimensional US Marketwide Value ETF by 51.1% in the 4th quarter. Corient Private Wealth LLC now owns 9,951,259 shares of the company’s stock valued at $463,629,000 after buying an additional 3,365,477 shares in the last quarter. Focus Partners Advisor Solutions LLC increased its position in Dimensional US Marketwide Value ETF by 22.7% during the 4th quarter. Focus Partners Advisor Solutions LLC now owns 4,636,422 shares of the company’s stock worth $216,011,000 after buying an additional 857,772 shares during the period. Finally, TCI Wealth Advisors Inc. lifted its holdings in shares of 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 buying an additional 144,548 shares in the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

Shares of Dimensional US Marketwide Value ETF stock opened at $55.22 on Friday. The firm has a 50-day moving average of $54.32 and a 200-day moving average of $51.31. Dimensional US Marketwide Value ETF has a 52-week low of $41.62 and a 52-week high of $55.65. The stock has a market cap of $15.34 billion, a PE ratio of 15.88 and a beta of 0.89.

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.