Navigate Wealth Management LLC acquired a new stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 63,383 shares of the company’s stock, valued at approximately $3,225,000. Dimensional US Marketwide Value ETF accounts for 2.3% of Navigate Wealth Management LLC’s investment portfolio, making the stock its 13th largest position.
Other large investors have also bought and sold shares of the company. Rothschild Investment LLC bought a new stake in shares of Dimensional US Marketwide Value ETF in the 4th quarter valued at about $27,000. Turtle Creek Wealth Advisors LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the first quarter valued at about $33,000. VSM Wealth Advisory LLC bought a new position in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth about $47,000. Arax Advisory Partners bought a new position in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth about $53,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth about $64,000.
Dimensional US Marketwide Value ETF Price Performance
Dimensional US Marketwide Value ETF stock opened at $55.02 on Monday. The stock’s 50 day moving average is $53.85 and its 200 day moving average is $50.80. Dimensional US Marketwide Value ETF has a one year low of $41.62 and a one year high of $55.65. The firm has a market cap of $15.30 billion, a P/E ratio of 15.88 and a beta of 0.89.
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.
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