Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) Position Increased by Northwest Wealth Management LLC

Northwest Wealth Management LLC raised its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 20.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 82,122 shares of the company’s stock after purchasing an additional 13,737 shares during the period. Dimensional US Marketwide Value ETF comprises about 0.9% of Northwest Wealth Management LLC’s portfolio, making the stock its 28th largest holding. Northwest Wealth Management LLC’s holdings in Dimensional US Marketwide Value ETF were worth $3,057,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Mercer Global Advisors Inc. ADV grew its position in shares of Dimensional US Marketwide Value ETF by 15.9% during the third quarter. Mercer Global Advisors Inc. ADV now owns 17,698,347 shares of the company’s stock worth $602,098,000 after acquiring an additional 2,431,740 shares during the last quarter. Trust Co of the South bought a new position in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth about $72,071,000. Envestnet Asset Management Inc. grew its position in shares of Dimensional US Marketwide Value ETF by 10.6% during the fourth quarter. Envestnet Asset Management Inc. now owns 19,608,985 shares of the company’s stock worth $729,846,000 after acquiring an additional 1,878,140 shares during the last quarter. Savant Capital LLC grew its position in shares of Dimensional US Marketwide Value ETF by 9.5% during the fourth quarter. Savant Capital LLC now owns 16,271,791 shares of the company’s stock worth $605,636,000 after acquiring an additional 1,411,505 shares during the last quarter. Finally, Paragon Wealth Strategies LLC bought a new position in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth about $28,806,000.

Dimensional US Marketwide Value ETF Stock Performance

Shares of Dimensional US Marketwide Value ETF stock traded down $0.35 during trading on Tuesday, hitting $39.14. 15,675 shares of the stock were exchanged, compared to its average volume of 307,372. The stock’s fifty day moving average is $39.66 and its 200 day moving average is $38.34. The stock has a market cap of $10.25 billion, a PE ratio of 13.63 and a beta of 0.85. Dimensional US Marketwide Value ETF has a 12 month low of $31.76 and a 12 month high of $40.96.

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.