Evanson Asset Management LLC Grows Stock Holdings in Dimensional US Marketwide Value ETF $DFUV

Evanson Asset Management LLC raised its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,333,124 shares of the company’s stock after acquiring an additional 15,312 shares during the period. Dimensional US Marketwide Value ETF makes up approximately 3.4% of Evanson Asset Management LLC’s investment portfolio, making the stock its 10th largest position. Evanson Asset Management LLC owned about 0.48% of Dimensional US Marketwide Value ETF worth $62,110,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Mustard Seed Financial LLC lifted its holdings in Dimensional US Marketwide Value ETF by 1.0% during the 3rd quarter. Mustard Seed Financial LLC now owns 22,445 shares of the company’s stock worth $1,003,000 after purchasing an additional 226 shares during the last quarter. IFG Advisors LLC grew its holdings in Dimensional US Marketwide Value ETF by 0.6% in the 3rd quarter. IFG Advisors LLC now owns 41,408 shares of the company’s stock valued at $1,851,000 after buying an additional 227 shares in the last quarter. Warwick Investment Management Inc. grew its holdings in Dimensional US Marketwide Value ETF by 0.4% in the 3rd quarter. Warwick Investment Management Inc. now owns 51,542 shares of the company’s stock valued at $2,303,000 after buying an additional 228 shares in the last quarter. TAGStone Capital Inc. increased its position in Dimensional US Marketwide Value ETF by 0.4% during the 3rd quarter. TAGStone Capital Inc. now owns 51,545 shares of the company’s stock worth $2,304,000 after buying an additional 228 shares during the period. Finally, Equitable Holdings Inc. increased its position in Dimensional US Marketwide Value ETF by 0.5% during the 3rd quarter. Equitable Holdings Inc. now owns 46,254 shares of the company’s stock worth $2,067,000 after buying an additional 242 shares during the period.

Dimensional US Marketwide Value ETF Stock Performance

DFUV opened at $48.46 on Wednesday. The stock has a fifty day moving average of $49.34 and a 200-day moving average of $46.82. The company has a market capitalization of $13.36 billion, a P/E ratio of 15.88 and a beta of 0.96. Dimensional US Marketwide Value ETF has a fifty-two week low of $35.38 and a fifty-two week high of $51.12.

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.