Corient Private Wealth LLC Has $463.39 Million Position in Dimensional US Marketwide Value ETF $DFUV

Corient Private Wealth LLC lifted its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 51.0% during the 4th quarter, HoldingsChannel reports. The firm owned 9,946,239 shares of the company’s stock after acquiring an additional 3,360,457 shares during the period. Corient Private Wealth LLC’s holdings in Dimensional US Marketwide Value ETF were worth $463,395,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Rothschild Investment LLC bought a new stake in Dimensional US Marketwide Value ETF during the 4th quarter worth $27,000. VSM Wealth Advisory LLC bought a new position in Dimensional US Marketwide Value ETF in the fourth quarter valued at about $47,000. Arax Advisory Partners acquired a new stake in shares of Dimensional US Marketwide Value ETF during the fourth quarter valued at about $53,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF during the fourth quarter valued at about $64,000. Finally, Motiv8 Investments LLC bought a new stake in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth about $88,000.

Dimensional US Marketwide Value ETF Price Performance

DFUV opened at $54.62 on Friday. Dimensional US Marketwide Value ETF has a fifty-two week low of $41.18 and a fifty-two week high of $55.47. The company’s 50 day moving average price is $52.51 and its two-hundred day moving average price is $49.84. The firm has a market capitalization of $15.20 billion, a price-to-earnings ratio of 15.88 and a beta of 0.90.

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.