Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) Shares Purchased by Summit Wealth Group LLC

Summit Wealth Group LLC lifted its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1,041.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 255,453 shares of the company’s stock after buying an additional 233,067 shares during the quarter. Dimensional US Marketwide Value ETF makes up about 3.1% of Summit Wealth Group LLC’s investment portfolio, making the stock its 9th largest holding. Summit Wealth Group LLC’s holdings in Dimensional US Marketwide Value ETF were worth $10,650,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in DFUV. City State Bank acquired a new position in shares of Dimensional US Marketwide Value ETF in the 2nd quarter valued at about $29,000. Abich Financial Wealth Management LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF during the 2nd quarter worth approximately $31,000. Thurston Springer Miller Herd & Titak Inc. bought a new stake in shares of Dimensional US Marketwide Value ETF in the 2nd quarter worth approximately $37,000. Ridgewood Investments LLC acquired a new position in Dimensional US Marketwide Value ETF during the 2nd quarter valued at approximately $42,000. Finally, Ashton Thomas Private Wealth LLC acquired a new position in Dimensional US Marketwide Value ETF during the 2nd quarter valued at approximately $65,000.

Dimensional US Marketwide Value ETF Price Performance

Shares of NYSEARCA DFUV opened at $43.17 on Tuesday. The business’s fifty day moving average price is $41.91 and its two-hundred day moving average price is $40.63. The firm has a market capitalization of $11.30 billion, a PE ratio of 13.63 and a beta of 0.85. Dimensional US Marketwide Value ETF has a 1-year low of $34.35 and a 1-year high of $44.00.

About Dimensional US Marketwide Value ETF

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.