Root Financial Partners LLC Has $27.81 Million Stock Holdings in Dimensional US Marketwide Value ETF $DFUV

Root Financial Partners LLC lowered its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 13.5% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 573,822 shares of the company’s stock after selling 89,189 shares during the period. Dimensional US Marketwide Value ETF accounts for 1.3% of Root Financial Partners LLC’s holdings, making the stock its 17th largest holding. Root Financial Partners LLC owned approximately 0.21% of Dimensional US Marketwide Value ETF worth $27,807,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Rothschild Investment LLC acquired a new position in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth $27,000. VSM Wealth Advisory LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF during the 4th quarter valued at $47,000. Arax Advisory Partners acquired a new stake in shares of Dimensional US Marketwide Value ETF during the 4th quarter valued at $53,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new stake in Dimensional US Marketwide Value ETF during the 4th quarter worth $64,000. Finally, MV Capital Management Inc. bought a new stake in Dimensional US Marketwide Value ETF during the 4th quarter worth $87,000.

Dimensional US Marketwide Value ETF Stock Down 0.4%

Shares of DFUV opened at $54.78 on Thursday. The stock has a market cap of $15.23 billion, a PE ratio of 15.88 and a beta of 0.89. Dimensional US Marketwide Value ETF has a 12-month low of $41.62 and a 12-month high of $55.65. The business has a 50-day simple moving average of $53.32 and a two-hundred day simple moving average of $50.39.

About Dimensional US Marketwide Value ETF

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.