Dimensional US Marketwide Value ETF $DFUV Stock Position Lessened by Plancorp LLC

Plancorp LLC cut its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 3.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,145,422 shares of the company’s stock after selling 96,692 shares during the period. Dimensional US Marketwide Value ETF makes up 4.1% of Plancorp LLC’s holdings, making the stock its 7th biggest holding. Plancorp LLC’s holdings in Dimensional US Marketwide Value ETF were worth $178,597,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in DFUV. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in shares of Dimensional US Marketwide Value ETF by 4.5% in the 1st 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. Modera Wealth Management LLC acquired a new position in Dimensional US Marketwide Value ETF during the 3rd quarter valued at about $123,016,000. Evanson Financial LLC acquired a new position in Dimensional US Marketwide Value ETF during the 2nd quarter valued at about $72,471,000. Apella Capital LLC boosted its stake in Dimensional US Marketwide Value ETF by 0.3% during the 3rd quarter. Apella Capital LLC now owns 1,072,946 shares of the company’s stock valued at $59,495,000 after purchasing an additional 2,871 shares during the last quarter. Finally, Monograph Wealth Advisors LLC increased its holdings in Dimensional US Marketwide Value ETF by 4.8% during the 1st quarter. Monograph Wealth Advisors LLC now owns 1,014,868 shares of the company’s stock worth $49,181,000 after purchasing an additional 46,425 shares in the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

DFUV traded down $0.11 during midday trading on Friday, reaching $55.44. 284,410 shares of the company were exchanged, compared to its average volume of 435,936. The company has a market cap of $15.52 billion, a price-to-earnings ratio of 15.88 and a beta of 0.89. Dimensional US Marketwide Value ETF has a one year low of $43.65 and a one year high of $57.89. The company’s fifty day moving average price is $56.32 and its 200 day moving average price is $53.41.

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.