Planning Center Inc. Reduces Position in Dimensional US Marketwide Value ETF $DFUV

Planning Center Inc. decreased its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 5.1% during the 4th quarter, Holdings Channel.com reports. The firm owned 758,134 shares of the company’s stock after selling 40,722 shares during the quarter. Dimensional US Marketwide Value ETF accounts for 3.6% of Planning Center Inc.’s investment portfolio, making the stock its 10th biggest holding. Planning Center Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $35,321,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Mercer Global Advisors Inc. ADV raised its holdings in Dimensional US Marketwide Value ETF by 5.6% during the third quarter. Mercer Global Advisors Inc. ADV now owns 38,135,706 shares of the company’s stock worth $1,704,285,000 after purchasing an additional 2,035,838 shares in the last quarter. Focus Partners Wealth grew its position in Dimensional US Marketwide Value ETF by 9.8% in the third quarter. Focus Partners Wealth now owns 14,681,894 shares of the company’s stock worth $656,329,000 after buying an additional 1,316,062 shares during the last quarter. Index Fund Advisors Inc. grew its position in Dimensional US Marketwide Value ETF by 10.6% in the third quarter. Index Fund Advisors Inc. now owns 5,827,280 shares of the company’s stock worth $260,421,000 after buying an additional 560,081 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its position in Dimensional US Marketwide Value ETF by 6.1% in the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,058,248 shares of the company’s stock worth $142,484,000 after buying an additional 176,588 shares during the last quarter. Finally, Raymond James Financial Inc. grew its position in Dimensional US Marketwide Value ETF by 5.3% in the third quarter. Raymond James Financial Inc. now owns 1,392,063 shares of the company’s stock worth $62,211,000 after buying an additional 70,319 shares during the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

Dimensional US Marketwide Value ETF stock opened at $51.86 on Friday. The firm has a market cap of $14.42 billion, a price-to-earnings ratio of 15.88 and a beta of 0.93. Dimensional US Marketwide Value ETF has a 1 year low of $39.19 and a 1 year high of $51.91. The firm’s 50 day moving average price is $49.60 and its two-hundred day moving average price is $47.80.

About Dimensional US Marketwide Value ETF

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.