Dimensional US Marketwide Value ETF $DFUV Shares Sold by Heritage Investment Group Inc.

Heritage Investment Group Inc. trimmed its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 5.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 870,598 shares of the company’s stock after selling 49,367 shares during the quarter. Dimensional US Marketwide Value ETF accounts for about 6.2% of Heritage Investment Group Inc.’s investment portfolio, making the stock its 6th biggest position. Heritage Investment Group Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $40,561,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. HHM Wealth Advisors LLC acquired a new stake in Dimensional US Marketwide Value ETF during the 3rd quarter valued at approximately $46,000. CNB Bank acquired a new position in shares of Dimensional US Marketwide Value ETF in the 3rd quarter valued at approximately $97,000. Financial Consulate Inc. acquired a new position in shares of Dimensional US Marketwide Value ETF in the 3rd quarter valued at approximately $113,000. Ares Financial Consulting LLC purchased a new position in shares of Dimensional US Marketwide Value ETF during the 4th quarter valued at approximately $126,000. Finally, CX Institutional boosted its stake in shares of Dimensional US Marketwide Value ETF by 130.4% during the 3rd quarter. CX Institutional now owns 2,970 shares of the company’s stock valued at $133,000 after buying an additional 1,681 shares during the last quarter.

Dimensional US Marketwide Value ETF Trading Up 0.2%

DFUV stock opened at $51.18 on Thursday. The firm has a 50 day simple moving average of $49.57 and a 200-day simple moving average of $47.77. The company has a market capitalization of $14.23 billion, a P/E ratio of 15.88 and a beta of 0.93. Dimensional US Marketwide Value ETF has a twelve month low of $38.59 and a twelve month high of $51.48.

Dimensional US Marketwide Value ETF 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.