Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) is TCI Wealth Advisors Inc.’s 3rd Largest Position

TCI Wealth Advisors Inc. grew its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.1% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 2,081,645 shares of the company’s stock after acquiring an additional 22,067 shares during the quarter. Dimensional US Marketwide Value ETF comprises 8.3% of TCI Wealth Advisors Inc.’s investment portfolio, making the stock its 3rd biggest holding. TCI Wealth Advisors Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $77,479,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Family CFO Inc lifted its holdings in shares of Dimensional US Marketwide Value ETF by 30.0% in the 4th quarter. Family CFO Inc now owns 38,022 shares of the company’s stock valued at $1,415,000 after purchasing an additional 8,776 shares during the last quarter. Private Trust Co. NA boosted its holdings in shares of Dimensional US Marketwide Value ETF by 119.1% in the fourth quarter. Private Trust Co. NA now owns 11,335 shares of the company’s stock valued at $422,000 after acquiring an additional 6,161 shares during the period. Trust Co of the South purchased a new position in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth approximately $72,071,000. PBMares Wealth Management LLC grew its position in shares of Dimensional US Marketwide Value ETF by 1.0% during the fourth quarter. PBMares Wealth Management LLC now owns 380,878 shares of the company’s stock worth $14,176,000 after acquiring an additional 3,909 shares during the last quarter. Finally, Valued Wealth Advisors LLC acquired a new position in shares of Dimensional US Marketwide Value ETF in the 4th quarter valued at $1,528,000.

Dimensional US Marketwide Value ETF Trading Up 0.6 %

DFUV stock traded up $0.24 on Friday, hitting $39.21. The company’s stock had a trading volume of 1,210,487 shares, compared to its average volume of 327,168. Dimensional US Marketwide Value ETF has a 1 year low of $31.76 and a 1 year high of $40.96. The stock has a market cap of $10.27 billion, a price-to-earnings ratio of 13.63 and a beta of 0.85. The firm has a 50 day moving average of $39.53 and a two-hundred day moving average of $37.15.

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.