Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) is Meritas Wealth Management LLC’s Largest Position

Meritas Wealth Management LLC reduced its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 3.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 611,107 shares of the company’s stock after selling 19,569 shares during the quarter. Dimensional US Marketwide Value ETF comprises approximately 15.0% of Meritas Wealth Management LLC’s portfolio, making the stock its biggest holding. Meritas Wealth Management LLC owned approximately 0.23% of Dimensional US Marketwide Value ETF worth $25,006,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of the stock. UMB Bank n.a. increased its stake in Dimensional US Marketwide Value ETF by 33.5% in the fourth quarter. UMB Bank n.a. now owns 7,299 shares of the company’s stock valued at $299,000 after acquiring an additional 1,830 shares during the last quarter. Arkadios Wealth Advisors boosted its holdings in shares of Dimensional US Marketwide Value ETF by 22.5% in the 4th quarter. Arkadios Wealth Advisors now owns 211,001 shares of the company’s stock worth $8,634,000 after purchasing an additional 38,761 shares in the last quarter. Sax Wealth Advisors LLC increased its position in shares of Dimensional US Marketwide Value ETF by 2.9% during the 4th quarter. Sax Wealth Advisors LLC now owns 861,247 shares of the company’s stock valued at $35,242,000 after purchasing an additional 24,570 shares during the last quarter. Householder Group Estate & Retirement Specialist LLC raised its holdings in shares of Dimensional US Marketwide Value ETF by 7.1% during the 4th quarter. Householder Group Estate & Retirement Specialist LLC now owns 4,172 shares of the company’s stock valued at $170,000 after buying an additional 278 shares in the last quarter. Finally, Lauer Wealth LLC lifted its position in Dimensional US Marketwide Value ETF by 4.7% in the 4th quarter. Lauer Wealth LLC now owns 11,150 shares of the company’s stock worth $456,000 after buying an additional 500 shares during the last quarter.

Dimensional US Marketwide Value ETF Price Performance

Shares of DFUV opened at $42.59 on Monday. Dimensional US Marketwide Value ETF has a 1 year low of $36.05 and a 1 year high of $44.61. The stock has a 50 day simple moving average of $42.41 and a two-hundred day simple moving average of $41.48. The firm has a market cap of $11.15 billion, a P/E ratio of 13.63 and a beta of 0.85.

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.