WorthPointe LLC Decreases Stock Position in Dimensional US Marketwide Value ETF $DFUV

WorthPointe LLC trimmed its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 2.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 505,062 shares of the company’s stock after selling 14,892 shares during the period. Dimensional US Marketwide Value ETF comprises about 6.7% of WorthPointe LLC’s investment portfolio, making the stock its 3rd biggest position. WorthPointe LLC’s holdings in Dimensional US Marketwide Value ETF were worth $27,783,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the business. Rothschild Investment LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth about $27,000. Turtle Creek Wealth Advisors LLC bought a new stake in Dimensional US Marketwide Value ETF during the 1st quarter valued at approximately $33,000. VSM Wealth Advisory LLC purchased a new position in Dimensional US Marketwide Value ETF in the 4th quarter worth approximately $47,000. Arax Advisory Partners purchased a new position in Dimensional US Marketwide Value ETF in the 4th quarter worth approximately $53,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in Dimensional US Marketwide Value ETF in the 4th quarter worth approximately $64,000.

Dimensional US Marketwide Value ETF Price Performance

Shares of DFUV opened at $57.32 on Thursday. The firm has a market cap of $15.91 billion, a P/E ratio of 15.88 and a beta of 0.89. Dimensional US Marketwide Value ETF has a 1 year low of $43.56 and a 1 year high of $57.89. The company has a 50 day simple moving average of $56.04 and a two-hundred day simple moving average of $52.92.

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.