Oath Planning LLC Purchases Shares of 27,454 Dimensional US Marketwide Value ETF $DFUV

Oath Planning LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 27,454 shares of the company’s stock, valued at approximately $1,279,000. Dimensional US Marketwide Value ETF comprises 1.3% of Oath Planning LLC’s portfolio, making the stock its 18th largest position.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Mercer Global Advisors Inc. ADV grew its holdings in shares of Dimensional US Marketwide Value ETF by 5.6% in 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 during the last quarter. Focus Partners Wealth grew its holdings in shares of 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 purchasing an additional 1,316,062 shares during the last quarter. Focus Partners Advisor Solutions LLC grew its holdings in shares of Dimensional US Marketwide Value ETF by 22.7% in the fourth quarter. Focus Partners Advisor Solutions LLC now owns 4,636,422 shares of the company’s stock worth $216,011,000 after purchasing an additional 857,772 shares during the last quarter. TCI Wealth Advisors Inc. grew its holdings in shares of Dimensional US Marketwide Value ETF by 9.2% in the fourth quarter. TCI Wealth Advisors Inc. now owns 3,319,491 shares of the company’s stock worth $154,655,000 after purchasing an additional 278,384 shares during the last quarter. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its holdings in shares of 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 purchasing an additional 176,588 shares during the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

Shares of Dimensional US Marketwide Value ETF stock opened at $54.40 on Friday. Dimensional US Marketwide Value ETF has a 52-week low of $41.12 and a 52-week high of $54.72. The stock has a market capitalization of $15.13 billion, a price-to-earnings ratio of 15.88 and a beta of 0.90. The company’s 50 day moving average price is $51.91 and its 200-day moving average price is $49.51.

Dimensional US Marketwide Value ETF Company 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.