Capstone Wealth Management LLC Invests $8.13 Million in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Capstone Wealth Management LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 198,666 shares of the company’s stock, valued at approximately $8,129,000. Dimensional US Marketwide Value ETF accounts for 7.9% of Capstone Wealth Management LLC’s holdings, making the stock its 6th biggest position. Capstone Wealth Management LLC owned approximately 0.08% of Dimensional US Marketwide Value ETF as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the stock. Truvestments Capital LLC purchased a new stake in Dimensional US Marketwide Value ETF in the third quarter worth $30,000. Abich Financial Wealth Management LLC bought a new stake in Dimensional US Marketwide Value ETF in the 2nd quarter valued at about $31,000. Fortitude Family Office LLC lifted its holdings in Dimensional US Marketwide Value ETF by 50.8% during the fourth quarter. Fortitude Family Office LLC now owns 790 shares of the company’s stock valued at $32,000 after purchasing an additional 266 shares during the last quarter. JDM Financial Group LLC bought a new position in Dimensional US Marketwide Value ETF during the third quarter worth about $50,000. Finally, American Capital Advisory LLC boosted its position in Dimensional US Marketwide Value ETF by 3,386.7% during the third quarter. American Capital Advisory LLC now owns 2,092 shares of the company’s stock worth $87,000 after purchasing an additional 2,032 shares during the period.

Dimensional US Marketwide Value ETF Stock Up 1.2 %

NYSEARCA DFUV opened at $43.09 on Wednesday. Dimensional US Marketwide Value ETF has a 12-month low of $36.83 and a 12-month high of $44.61. The firm has a market cap of $11.28 billion, a P/E ratio of 13.63 and a beta of 0.85. The company’s 50 day moving average is $42.38 and its 200-day moving average is $41.53.

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.