Northwest Wealth Advisors LLC Makes New $855,000 Investment in Dimensional US Marketwide Value ETF $DFUV

Northwest Wealth Advisors LLC purchased a new position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 18,352 shares of the company’s stock, valued at approximately $855,000.

Other hedge funds have also recently modified their holdings of the company. Wealthcare Advisory Partners LLC increased its stake in Dimensional US Marketwide Value ETF by 0.9% in the 4th quarter. Wealthcare Advisory Partners LLC now owns 24,650 shares of the company’s stock valued at $1,148,000 after buying an additional 219 shares during the period. Mustard Seed Financial LLC lifted its stake in shares of Dimensional US Marketwide Value ETF by 1.0% in the 4th quarter. Mustard Seed Financial LLC now owns 22,671 shares of the company’s stock worth $1,056,000 after acquiring an additional 226 shares during the period. IFG Advisors LLC lifted its stake in shares of Dimensional US Marketwide Value ETF by 0.6% in the 3rd quarter. IFG Advisors LLC now owns 41,408 shares of the company’s stock worth $1,851,000 after acquiring an additional 227 shares during the period. TAGStone Capital Inc. boosted its holdings in shares of Dimensional US Marketwide Value ETF by 0.4% in the third quarter. TAGStone Capital Inc. now owns 51,545 shares of the company’s stock valued at $2,304,000 after acquiring an additional 228 shares in the last quarter. Finally, Five Oceans Advisors increased its stake in shares of Dimensional US Marketwide Value ETF by 2.9% during the fourth quarter. Five Oceans Advisors now owns 8,166 shares of the company’s stock worth $380,000 after acquiring an additional 233 shares during the period.

Dimensional US Marketwide Value ETF Stock Up 0.3%

Shares of NYSEARCA:DFUV opened at $52.78 on Friday. Dimensional US Marketwide Value ETF has a 52 week low of $39.87 and a 52 week high of $53.03. The company has a 50-day moving average price of $50.25 and a 200 day moving average price of $48.55. The company has a market cap of $14.68 billion, a P/E ratio of 15.88 and a beta of 0.91.

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.