Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) Shares Purchased by ShankerValleau Wealth Advisors Inc.

ShankerValleau Wealth Advisors Inc. raised its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 6.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 582,391 shares of the company’s stock after purchasing an additional 36,171 shares during the quarter. Dimensional US Marketwide Value ETF accounts for about 7.8% of ShankerValleau Wealth Advisors Inc.’s investment portfolio, making the stock its 4th biggest position. ShankerValleau Wealth Advisors Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $24,000,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in DFUV. VSM Wealth Advisory LLC bought a new stake in Dimensional US Marketwide Value ETF in the fourth quarter valued at about $41,000. Assetmark Inc. increased its stake in Dimensional US Marketwide Value ETF by 104.5% in the fourth quarter. Assetmark Inc. now owns 1,045 shares of the company’s stock valued at $43,000 after acquiring an additional 534 shares during the period. CX Institutional bought a new stake in Dimensional US Marketwide Value ETF in the first quarter valued at about $53,000. Heck Capital Advisors LLC bought a new stake in Dimensional US Marketwide Value ETF in the fourth quarter valued at about $67,000. Finally, JDM Financial Group LLC increased its stake in Dimensional US Marketwide Value ETF by 57.2% in the fourth quarter. JDM Financial Group LLC now owns 1,898 shares of the company’s stock valued at $78,000 after acquiring an additional 691 shares during the period.

Dimensional US Marketwide Value ETF Trading Down 1.0%

Shares of Dimensional US Marketwide Value ETF stock opened at $41.22 on Friday. The stock has a market capitalization of $11.59 billion, a price-to-earnings ratio of 15.68 and a beta of 0.98. Dimensional US Marketwide Value ETF has a 1-year low of $35.38 and a 1-year high of $44.61. The firm’s 50-day moving average price is $39.89 and its two-hundred day moving average price is $41.19.

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.