Monograph Wealth Advisors LLC Boosts Stock Position in Dimensional US Marketwide Value ETF $DFUV

Monograph Wealth Advisors LLC grew its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.8% during the fourth quarter, Holdings Channel reports. The firm owned 968,443 shares of the company’s stock after purchasing an additional 16,703 shares during the period. Dimensional US Marketwide Value ETF makes up approximately 4.4% of Monograph Wealth Advisors LLC’s portfolio, making the stock its 3rd largest position. Monograph Wealth Advisors LLC’s holdings in Dimensional US Marketwide Value ETF were worth $45,120,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the stock. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in shares of Dimensional US Marketwide Value ETF in the fourth quarter valued at approximately $64,000. Wells Fargo & Company MN lifted its holdings in shares of Dimensional US Marketwide Value ETF by 5.6% in the fourth quarter. Wells Fargo & Company MN now owns 246,405 shares of the company’s stock valued at $11,480,000 after purchasing an additional 13,022 shares in the last quarter. Vistica Wealth Advisors LLC bought a new position in shares of Dimensional US Marketwide Value ETF in the fourth quarter valued at approximately $3,806,000. Orion Porfolio Solutions LLC lifted its holdings in shares of Dimensional US Marketwide Value ETF by 4.7% in the fourth quarter. Orion Porfolio Solutions LLC now owns 23,434 shares of the company’s stock valued at $1,092,000 after purchasing an additional 1,053 shares in the last quarter. Finally, Triumph Capital Management bought a new position in shares of Dimensional US Marketwide Value ETF in the fourth quarter valued at approximately $2,589,000.

Dimensional US Marketwide Value ETF Stock Up 0.9%

DFUV stock opened at $54.89 on Friday. The stock’s 50 day moving average is $52.04 and its 200-day moving average is $49.55. The firm has a market capitalization of $15.27 billion, a PE ratio of 15.88 and a beta of 0.90. Dimensional US Marketwide Value ETF has a twelve month low of $41.12 and a twelve month high of $55.08.

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.