Monterey Private Wealth Inc. Has $627,000 Holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Monterey Private Wealth Inc. trimmed its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 2.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 15,322 shares of the company’s stock after selling 368 shares during the period. Monterey Private Wealth Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $627,000 as of its most recent filing with the SEC.

Several other hedge funds also recently modified their holdings of the stock. Creative Planning raised its position in shares of Dimensional US Marketwide Value ETF by 34.4% during the second quarter. Creative Planning now owns 5,607,380 shares of the company’s stock worth $220,202,000 after purchasing an additional 1,433,941 shares during the period. Cerity Partners LLC increased its stake in Dimensional US Marketwide Value ETF by 3.0% during the 3rd quarter. Cerity Partners LLC now owns 2,510,125 shares of the company’s stock valued at $104,647,000 after purchasing an additional 74,115 shares in the last quarter. TCI Wealth Advisors Inc. raised its holdings in Dimensional US Marketwide Value ETF by 3.2% during the third quarter. TCI Wealth Advisors Inc. now owns 2,243,112 shares of the company’s stock worth $93,515,000 after buying an additional 69,782 shares during the last quarter. RW Investment Management LLC lifted its stake in shares of Dimensional US Marketwide Value ETF by 1.1% in the third quarter. RW Investment Management LLC now owns 1,357,995 shares of the company’s stock valued at $56,615,000 after buying an additional 15,430 shares in the last quarter. Finally, Evanson Asset Management LLC grew its holdings in shares of Dimensional US Marketwide Value ETF by 0.6% during the third quarter. Evanson Asset Management LLC now owns 1,335,218 shares of the company’s stock valued at $55,665,000 after buying an additional 7,832 shares during the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

Shares of NYSEARCA DFUV opened at $42.59 on Tuesday. The firm’s 50-day simple moving average is $42.38 and its 200 day simple moving average is $41.50. The stock has a market cap of $11.15 billion, a price-to-earnings ratio of 13.63 and a beta of 0.85. Dimensional US Marketwide Value ETF has a fifty-two week low of $36.05 and a fifty-two week high of $44.61.

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.