Samalin Investment Counsel LLC Boosts Stake in Dimensional US Marketwide Value ETF $DFUV

Samalin Investment Counsel LLC lifted its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 6.3% in the second quarter, according to its most recent filing with the SEC. The fund owned 36,595 shares of the company’s stock after acquiring an additional 2,169 shares during the period. Samalin Investment Counsel LLC’s holdings in Dimensional US Marketwide Value ETF were worth $1,547,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. CWM LLC lifted its stake in Dimensional US Marketwide Value ETF by 4.1% during the first quarter. CWM LLC now owns 78,058 shares of the company’s stock worth $3,217,000 after purchasing an additional 3,053 shares during the last quarter. Woodside Wealth Management LLC purchased a new position in shares of Dimensional US Marketwide Value ETF during the 1st quarter valued at about $2,601,000. Asset Dedication LLC bought a new stake in Dimensional US Marketwide Value ETF in the 1st quarter worth approximately $71,000. LRI Investments LLC lifted its position in Dimensional US Marketwide Value ETF by 2,268.5% in the 1st quarter. LRI Investments LLC now owns 530,110 shares of the company’s stock worth $21,846,000 after buying an additional 507,728 shares during the last quarter. Finally, Legacy Financial Group Inc. boosted its stake in Dimensional US Marketwide Value ETF by 0.8% in the first quarter. Legacy Financial Group Inc. now owns 449,579 shares of the company’s stock worth $18,527,000 after buying an additional 3,761 shares in the last quarter.

Dimensional US Marketwide Value ETF Price Performance

Shares of NYSEARCA DFUV opened at $44.77 on Monday. The stock has a market capitalization of $12.30 billion, a P/E ratio of 15.88 and a beta of 0.96. Dimensional US Marketwide Value ETF has a one year low of $35.38 and a one year high of $45.36. The firm’s 50 day simple moving average is $44.58 and its two-hundred day simple moving average is $42.84.

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.