Petersen Hastings Wealth Advisors Inc. Takes Position in Dimensional US Marketwide Value ETF $DFUV

Petersen Hastings Wealth Advisors Inc. purchased a new stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) in the fourth quarter, according to its most recent filing with the SEC. The fund purchased 516,437 shares of the company’s stock, valued at approximately $24,061,000. Dimensional US Marketwide Value ETF comprises 2.3% of Petersen Hastings Wealth Advisors Inc.’s portfolio, making the stock its 12th biggest position. Petersen Hastings Wealth Advisors Inc. owned approximately 0.19% of Dimensional US Marketwide Value ETF as of its most recent filing with the SEC.

Other institutional investors have also made changes to their positions in the company. Rothschild Investment LLC bought a new stake in shares of Dimensional US Marketwide Value ETF in the 4th quarter valued at approximately $27,000. VSM Wealth Advisory LLC bought a new stake in shares of Dimensional US Marketwide Value ETF in the 4th quarter valued at approximately $47,000. Ares Financial Consulting LLC bought a new stake in shares of Dimensional US Marketwide Value ETF in the 4th quarter valued at approximately $126,000. Russell Investments Group Ltd. increased its holdings in shares of Dimensional US Marketwide Value ETF by 117.3% in the 2nd quarter. Russell Investments Group Ltd. now owns 3,520 shares of the company’s stock valued at $149,000 after acquiring an additional 1,900 shares during the last quarter. Finally, Abound Wealth Management increased its holdings in shares of Dimensional US Marketwide Value ETF by 33.4% in the 4th quarter. Abound Wealth Management now owns 3,311 shares of the company’s stock valued at $154,000 after acquiring an additional 829 shares during the last quarter.

Dimensional US Marketwide Value ETF Trading Up 0.6%

Shares of NYSEARCA DFUV opened at $54.61 on Friday. Dimensional US Marketwide Value ETF has a twelve month low of $40.58 and a twelve month high of $54.72. The company has a market capitalization of $15.19 billion, a price-to-earnings ratio of 15.88 and a beta of 0.90. The business has a 50 day simple moving average of $51.34 and a 200-day simple moving average of $49.17.

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.