Dimensional US Marketwide Value ETF $DFUV Shares Bought by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC lifted its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 17.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 455,979 shares of the company’s stock after acquiring an additional 67,506 shares during the quarter. Sequoia Financial Advisors LLC owned about 0.17% of Dimensional US Marketwide Value ETF worth $20,378,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in DFUV. Mustard Seed Financial LLC increased its position in shares of Dimensional US Marketwide Value ETF by 1.0% during the 3rd quarter. Mustard Seed Financial LLC now owns 22,445 shares of the company’s stock valued at $1,003,000 after purchasing an additional 226 shares during the period. Warwick Investment Management Inc. grew its holdings in Dimensional US Marketwide Value ETF by 0.4% during the third quarter. Warwick Investment Management Inc. now owns 51,542 shares of the company’s stock worth $2,303,000 after acquiring an additional 228 shares during the period. U.S. Capital Wealth Advisors LLC grew its holdings in Dimensional US Marketwide Value ETF by 1.6% during the second quarter. U.S. Capital Wealth Advisors LLC now owns 15,205 shares of the company’s stock worth $643,000 after acquiring an additional 235 shares during the period. Fortitude Family Office LLC raised its position in Dimensional US Marketwide Value ETF by 31.6% in the second quarter. Fortitude Family Office LLC now owns 1,040 shares of the company’s stock worth $44,000 after acquiring an additional 250 shares in the last quarter. Finally, Valeo Financial Advisors LLC lifted its holdings in Dimensional US Marketwide Value ETF by 1.1% in the 2nd quarter. Valeo Financial Advisors LLC now owns 28,572 shares of the company’s stock valued at $1,208,000 after acquiring an additional 311 shares during the last quarter.

Dimensional US Marketwide Value ETF Price Performance

Shares of DFUV opened at $48.51 on Friday. The firm’s 50 day moving average is $46.41 and its 200-day moving average is $44.78. Dimensional US Marketwide Value ETF has a 12-month low of $35.38 and a 12-month high of $48.75. The stock has a market capitalization of $13.34 billion, a P/E ratio of 15.88 and a beta of 0.96.

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.