Money Concepts Capital Corp Takes $650,000 Position in Dimensional US Marketwide Value ETF $DFUV

Money Concepts Capital Corp acquired a new position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) during the first quarter, Holdings Channel.com reports. The firm acquired 13,418 shares of the company’s stock, valued at approximately $650,000.

Other institutional investors have also recently made changes to their positions in the company. Corient Private Wealth LLC lifted its position in Dimensional US Marketwide Value ETF by 51.1% during the fourth quarter. Corient Private Wealth LLC now owns 9,951,259 shares of the company’s stock valued at $463,629,000 after purchasing an additional 3,365,477 shares during the period. Mercer Global Advisors Inc. ADV grew its position in Dimensional US Marketwide Value ETF by 5.6% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 38,135,706 shares of the company’s stock worth $1,704,285,000 after purchasing an additional 2,035,838 shares during the period. Focus Partners Wealth raised its stake in shares of Dimensional US Marketwide Value ETF by 9.8% during the 3rd quarter. Focus Partners Wealth now owns 14,681,894 shares of the company’s stock valued at $656,329,000 after buying an additional 1,316,062 shares during the last quarter. Focus Partners Advisor Solutions LLC raised its stake in shares of Dimensional US Marketwide Value ETF by 22.7% during the 4th quarter. Focus Partners Advisor Solutions LLC now owns 4,636,422 shares of the company’s stock valued at $216,011,000 after buying an additional 857,772 shares during the last quarter. Finally, Guardian Wealth Management LLC acquired a new position in shares of Dimensional US Marketwide Value ETF in the 4th quarter valued at about $39,840,000.

Dimensional US Marketwide Value ETF Stock Up 0.3%

Shares of DFUV traded up $0.15 during mid-day trading on Friday, reaching $55.02. The company had a trading volume of 648,603 shares, compared to its average volume of 485,332. Dimensional US Marketwide Value ETF has a 52-week low of $41.62 and a 52-week high of $55.65. The stock has a market capitalization of $15.30 billion, a P/E ratio of 15.88 and a beta of 0.89. The stock has a 50 day moving average of $53.85 and a two-hundred day moving average of $50.78.

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.