Disciplined Equity Management Inc. Has $31.58 Million Stake in Dimensional US Marketwide Value ETF $DFUV

Disciplined Equity Management Inc. boosted its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 9.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 746,866 shares of the company’s stock after buying an additional 65,000 shares during the period. Dimensional US Marketwide Value ETF accounts for approximately 18.5% of Disciplined Equity Management Inc.’s investment portfolio, making the stock its 2nd largest holding. Disciplined Equity Management Inc. owned 0.27% of Dimensional US Marketwide Value ETF worth $31,577,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in DFUV. CX Institutional bought a new position in shares of Dimensional US Marketwide Value ETF during the first quarter worth about $53,000. Fifth Third Bancorp grew its position in Dimensional US Marketwide Value ETF by 2.9% in the 1st quarter. Fifth Third Bancorp now owns 20,834 shares of the company’s stock worth $859,000 after purchasing an additional 584 shares during the last quarter. Ritholtz Wealth Management acquired a new stake in shares of Dimensional US Marketwide Value ETF in the first quarter valued at approximately $228,000. Janney Montgomery Scott LLC increased its stake in shares of Dimensional US Marketwide Value ETF by 25.5% in the first quarter. Janney Montgomery Scott LLC now owns 18,362 shares of the company’s stock valued at $757,000 after purchasing an additional 3,733 shares during the period. Finally, Aspiriant LLC raised its holdings in shares of Dimensional US Marketwide Value ETF by 0.9% during the first quarter. Aspiriant LLC now owns 702,495 shares of the company’s stock valued at $28,950,000 after buying an additional 6,603 shares during the last quarter.

Dimensional US Marketwide Value ETF Trading Up 0.8%

Shares of NYSEARCA DFUV opened at $44.45 on Wednesday. Dimensional US Marketwide Value ETF has a 12-month low of $35.38 and a 12-month high of $45.34. The company has a market cap of $12.21 billion, a PE ratio of 15.88 and a beta of 1.12. The stock has a 50 day simple moving average of $44.14 and a 200-day simple moving average of $41.99.

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.