Tred Avon Family Wealth LLC Makes New $1.87 Million Investment in Dimensional US Marketwide Value ETF $DFUV

Tred Avon Family Wealth LLC acquired a new position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) in the 3rd quarter, Holdings Channel reports. The firm acquired 41,902 shares of the company’s stock, valued at approximately $1,873,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Maseco LLP purchased a new position in Dimensional US Marketwide Value ETF in the second quarter valued at about $87,852,000. Envestnet Asset Management Inc. grew its stake in shares of Dimensional US Marketwide Value ETF by 4.2% in the second quarter. Envestnet Asset Management Inc. now owns 31,752,400 shares of the company’s stock valued at $1,342,491,000 after buying an additional 1,277,162 shares in the last quarter. Elser Financial Planning Inc raised its holdings in shares of Dimensional US Marketwide Value ETF by 12,942.2% during the 2nd quarter. Elser Financial Planning Inc now owns 955,604 shares of the company’s stock valued at $40,422,000 after buying an additional 948,277 shares during the period. Index Fund Advisors Inc. raised its holdings in shares of Dimensional US Marketwide Value ETF by 10.6% during the 3rd quarter. Index Fund Advisors Inc. now owns 5,827,280 shares of the company’s stock valued at $260,421,000 after buying an additional 560,081 shares during the period. Finally, Abacus Planning Group Inc. purchased a new position in Dimensional US Marketwide Value ETF in the 2nd quarter worth approximately $18,519,000.

Dimensional US Marketwide Value ETF Stock Down 0.2%

Shares of NYSEARCA:DFUV opened at $48.51 on Friday. The company has a market capitalization of $13.34 billion, a price-to-earnings ratio of 15.88 and a beta of 0.96. The company has a 50 day moving average of $46.41 and a two-hundred day moving average of $44.78. Dimensional US Marketwide Value ETF has a 52-week low of $35.38 and a 52-week high of $48.75.

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.