Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) is Vestia Personal Wealth Advisors’ 5th Largest Position

Vestia Personal Wealth Advisors raised its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 7.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 194,219 shares of the company’s stock after buying an additional 13,003 shares during the quarter. Dimensional US Marketwide Value ETF makes up approximately 6.0% of Vestia Personal Wealth Advisors’ holdings, making the stock its 5th largest holding. Vestia Personal Wealth Advisors owned 0.07% of Dimensional US Marketwide Value ETF worth $7,947,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also modified their holdings of DFUV. Triune Financial Partners LLC acquired a new stake in Dimensional US Marketwide Value ETF during the 3rd quarter worth approximately $37,645,000. Spire Wealth Management acquired a new stake in Dimensional US Marketwide Value ETF in the fourth quarter valued at approximately $12,591,000. ShankerValleau Wealth Advisors Inc. grew its position in Dimensional US Marketwide Value ETF by 88.4% in the third quarter. ShankerValleau Wealth Advisors Inc. now owns 554,360 shares of the company’s stock valued at $23,111,000 after acquiring an additional 260,155 shares in the last quarter. Farther Finance Advisors LLC grew its position in Dimensional US Marketwide Value ETF by 140.8% in the third quarter. Farther Finance Advisors LLC now owns 425,551 shares of the company’s stock valued at $17,741,000 after acquiring an additional 248,793 shares in the last quarter. Finally, Summit Wealth Group LLC grew its position in Dimensional US Marketwide Value ETF by 1,041.1% in the third quarter. Summit Wealth Group LLC now owns 255,453 shares of the company’s stock valued at $10,650,000 after acquiring an additional 233,067 shares in the last quarter.

Dimensional US Marketwide Value ETF Stock Up 0.6 %

Shares of NYSEARCA:DFUV opened at $42.71 on Wednesday. Dimensional US Marketwide Value ETF has a 52-week low of $37.08 and a 52-week high of $44.61. The company has a 50 day moving average of $42.25 and a two-hundred day moving average of $41.72. The company has a market capitalization of $11.18 billion, a price-to-earnings ratio of 13.63 and a beta of 0.85.

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.