Dimensional US Marketwide Value ETF $DFUV is Wealth Architects LLC’s 9th Largest Position

Wealth Architects LLC boosted its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 2.6% in the second quarter, according to the company in its most recent filing with the SEC. The firm owned 731,241 shares of the company’s stock after acquiring an additional 18,320 shares during the quarter. Dimensional US Marketwide Value ETF comprises about 3.1% of Wealth Architects LLC’s portfolio, making the stock its 9th largest position. Wealth Architects LLC’s holdings in Dimensional US Marketwide Value ETF were worth $30,917,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the company. Maseco LLP purchased a new position in shares of Dimensional US Marketwide Value ETF in the second quarter worth about $87,852,000. Porter White Investment Advisors Inc. acquired a new position in Dimensional US Marketwide Value ETF in the 1st quarter worth approximately $39,453,000. Elser Financial Planning Inc increased its holdings in Dimensional US Marketwide Value ETF by 12,942.2% in the 2nd quarter. Elser Financial Planning Inc now owns 955,604 shares of the company’s stock worth $40,422,000 after buying an additional 948,277 shares during the period. LRI Investments LLC raised its position in Dimensional US Marketwide Value ETF by 2,268.5% during the 1st quarter. LRI Investments LLC now owns 530,110 shares of the company’s stock worth $21,846,000 after buying an additional 507,728 shares during the last quarter. Finally, Abacus Planning Group Inc. acquired a new stake in Dimensional US Marketwide Value ETF during the 2nd quarter valued at approximately $18,519,000.

Dimensional US Marketwide Value ETF Price Performance

DFUV stock opened at $43.57 on Monday. The company has a market capitalization of $11.96 billion, a P/E ratio of 15.88 and a beta of 1.12. Dimensional US Marketwide Value ETF has a 12 month low of $35.38 and a 12 month high of $45.34. The firm’s fifty day simple moving average is $44.06 and its 200-day simple moving average is $41.95.

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.