1900 Wealth Management LLC Has $22.57 Million Holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

1900 Wealth Management LLC lowered its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 2.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 551,544 shares of the company’s stock after selling 14,512 shares during the quarter. Dimensional US Marketwide Value ETF comprises approximately 1.9% of 1900 Wealth Management LLC’s investment portfolio, making the stock its 10th biggest holding. 1900 Wealth Management LLC owned 0.21% of Dimensional US Marketwide Value ETF worth $22,569,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Crews Bank & Trust acquired a new stake in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth $25,000. Truvestments Capital LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the 3rd quarter valued at about $30,000. Fortitude Family Office LLC lifted its holdings in shares of Dimensional US Marketwide Value ETF by 50.8% in 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 in the last quarter. JDM Financial Group LLC bought a new stake in shares of Dimensional US Marketwide Value ETF in the third quarter valued at about $50,000. Finally, Heck Capital Advisors LLC acquired a new position in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth about $67,000.

Dimensional US Marketwide Value ETF Stock Performance

Shares of Dimensional US Marketwide Value ETF stock opened at $42.93 on Friday. The firm has a market cap of $11.24 billion, a PE ratio of 13.63 and a beta of 0.85. The business’s 50 day simple moving average is $42.20 and its 200 day simple moving average is $41.74. Dimensional US Marketwide Value ETF has a 52-week low of $37.08 and a 52-week high of $44.61.

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.