Dimensional US Marketwide Value ETF $DFUV Shares Sold by Dopkins Wealth Management LLC

Dopkins Wealth Management LLC lowered its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 4.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 405,795 shares of the company’s stock after selling 20,786 shares during the quarter. Dimensional US Marketwide Value ETF accounts for about 7.9% of Dopkins Wealth Management LLC’s portfolio, making the stock its 3rd largest position. Dopkins Wealth Management LLC’s holdings in Dimensional US Marketwide Value ETF were worth $19,665,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also modified their holdings of DFUV. Corient Private Wealth LLC boosted its holdings in Dimensional US Marketwide Value ETF by 51.1% in the fourth quarter. Corient Private Wealth LLC now owns 9,951,259 shares of the company’s stock valued at $463,629,000 after purchasing an additional 3,365,477 shares during the period. Mercer Global Advisors Inc. ADV increased its holdings in Dimensional US Marketwide Value ETF by 5.6% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 38,135,706 shares of the company’s stock worth $1,704,285,000 after purchasing an additional 2,035,838 shares during the period. Focus Partners Wealth increased its holdings in Dimensional US Marketwide Value ETF by 9.8% during the 3rd quarter. Focus Partners Wealth now owns 14,681,894 shares of the company’s stock worth $656,329,000 after purchasing an additional 1,316,062 shares during the period. Focus Partners Advisor Solutions LLC raised its position in Dimensional US Marketwide Value ETF by 22.7% in the 4th quarter. Focus Partners Advisor Solutions LLC now owns 4,636,422 shares of the company’s stock valued at $216,011,000 after purchasing an additional 857,772 shares in the last quarter. Finally, Guardian Wealth Management LLC acquired a new stake in Dimensional US Marketwide Value ETF in the 4th quarter valued at about $39,840,000.

Dimensional US Marketwide Value ETF Stock Performance

Shares of DFUV opened at $54.49 on Thursday. The stock has a 50-day simple moving average of $52.88 and a 200-day simple moving average of $50.09. Dimensional US Marketwide Value ETF has a 1 year low of $41.58 and a 1 year high of $55.47. The stock has a market capitalization of $15.16 billion, a PE ratio of 15.88 and a beta of 0.90.

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.