ShankerValleau Wealth Advisors Inc. lessened its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 5.5% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 544,043 shares of the company’s stock after selling 31,623 shares during the period. Dimensional US Marketwide Value ETF makes up 7.9% of ShankerValleau Wealth Advisors Inc.’s holdings, making the stock its 4th largest position. ShankerValleau Wealth Advisors Inc. owned about 0.20% of Dimensional US Marketwide Value ETF worth $29,928,000 at the end of the most recent quarter.
Several other institutional investors have also modified their holdings of DFUV. Rothschild Investment LLC acquired a new position in Dimensional US Marketwide Value ETF during the fourth quarter worth about $27,000. Turtle Creek Wealth Advisors LLC acquired a new stake in Dimensional US Marketwide Value ETF in the 1st quarter valued at about $33,000. VSM Wealth Advisory LLC acquired a new stake in Dimensional US Marketwide Value ETF in the 4th quarter valued at about $47,000. Arax Advisory Partners bought a new position in shares of Dimensional US Marketwide Value ETF during the 4th quarter valued at about $53,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in shares of Dimensional US Marketwide Value ETF during the 4th quarter valued at about $64,000.
Dimensional US Marketwide Value ETF Price Performance
Shares of DFUV opened at $57.25 on Tuesday. The firm’s 50 day moving average is $55.05 and its 200-day moving average is $51.98. Dimensional US Marketwide Value ETF has a 12-month low of $42.34 and a 12-month high of $57.27. The stock has a market capitalization of $15.89 billion, a P/E ratio of 15.88 and a beta of 0.89.
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.
Further Reading
- Five stocks we like better than Dimensional US Marketwide Value ETF
- SoundHound AI Sends a Loud Signal After Its Q2 Earnings Beat
- 3 Dividend Champion Utilities for a Market That Can’t Sit Still
- These 3 Most-Upgraded Stocks Have Almost Nothing to Do With AI
- First Solar’s Profit Engine Faces a New Policy Test in Washington
Receive News & Ratings for Dimensional US Marketwide Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Dimensional US Marketwide Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.
