Advisory Services & Investments LLC Raises Stock Holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Advisory Services & Investments LLC raised its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 0.3% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 276,929 shares of the company’s stock after acquiring an additional 839 shares during the period. Dimensional US Marketwide Value ETF comprises about 7.6% of Advisory Services & Investments LLC’s investment portfolio, making the stock its 5th largest position. Advisory Services & Investments LLC’s holdings in Dimensional US Marketwide Value ETF were worth $10,307,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently made changes to their positions in the stock. Legacy Financial Group Inc. grew its position in shares of Dimensional US Marketwide Value ETF by 2.5% in the 4th quarter. Legacy Financial Group Inc. now owns 436,928 shares of the company’s stock valued at $16,262,000 after buying an additional 10,798 shares during the last quarter. Jones Financial Companies Lllp grew its position in shares of Dimensional US Marketwide Value ETF by 44.7% in the 4th quarter. Jones Financial Companies Lllp now owns 4,983 shares of the company’s stock valued at $185,000 after buying an additional 1,539 shares during the last quarter. Vannoy Advisory Group Inc. bought a new stake in shares of Dimensional US Marketwide Value ETF in the 4th quarter valued at about $3,680,000. Sprinkle Financial Consultants LLC acquired a new position in shares of Dimensional US Marketwide Value ETF in the 4th quarter valued at about $8,894,000. Finally, Evoke Wealth LLC lifted its stake in shares of Dimensional US Marketwide Value ETF by 146.8% in the 4th quarter. Evoke Wealth LLC now owns 18,118 shares of the company’s stock valued at $674,000 after purchasing an additional 10,777 shares during the period.

Dimensional US Marketwide Value ETF Stock Performance

Shares of NYSEARCA:DFUV traded up $0.01 during midday trading on Friday, reaching $39.37. The company’s stock had a trading volume of 263,939 shares, compared to its average volume of 320,175. The firm has a market capitalization of $10.28 billion, a price-to-earnings ratio of 13.41 and a beta of 1.12. The firm has a 50 day moving average price of $39.45 and a two-hundred day moving average price of $36.92. Dimensional US Marketwide Value ETF has a fifty-two week low of $31.76 and a fifty-two week high of $40.96.

Dimensional US Marketwide Value ETF 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.