Dimensional US Marketwide Value ETF $DFUV Shares Sold by Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors reduced its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 3.9% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 240,195 shares of the company’s stock after selling 9,681 shares during the period. Dimensional US Marketwide Value ETF accounts for approximately 4.4% of Vestia Personal Wealth Advisors’ investment portfolio, making the stock its 6th biggest position. Vestia Personal Wealth Advisors’ holdings in Dimensional US Marketwide Value ETF were worth $13,214,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Integrated Wealth Concepts LLC lifted its stake in shares of Dimensional US Marketwide Value ETF by 1.5% in the second quarter. Integrated Wealth Concepts LLC now owns 770,681 shares of the company’s stock worth $42,395,000 after acquiring an additional 11,634 shares during the period. Factor Wealth Management LTD boosted its holdings in Dimensional US Marketwide Value ETF by 33.0% in the first quarter. Factor Wealth Management LTD now owns 718,370 shares of the company’s stock valued at $34,812,000 after acquiring an additional 178,352 shares during the last quarter. Money Concepts Capital Corp acquired a new stake in Dimensional US Marketwide Value ETF during the 1st quarter valued at approximately $650,000. Summit Wealth Group LLC increased its position in Dimensional US Marketwide Value ETF by 3.4% during the 1st quarter. Summit Wealth Group LLC now owns 311,177 shares of the company’s stock valued at $15,080,000 after purchasing an additional 10,350 shares during the period. Finally, Fischer Investment Strategies LLC acquired a new stake in Dimensional US Marketwide Value ETF during the 1st quarter valued at approximately $20,716,000.

Dimensional US Marketwide Value ETF Stock Performance

Dimensional US Marketwide Value ETF stock opened at $55.99 on Tuesday. Dimensional US Marketwide Value ETF has a 52-week low of $43.65 and a 52-week high of $57.89. The firm has a 50 day moving average price of $56.56 and a two-hundred day moving average price of $54.53. The firm has a market cap of $15.39 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.