Root Financial Partners LLC Has $27.81 Million Stock Position in Dimensional US Marketwide Value ETF $DFUV

Root Financial Partners LLC lowered its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 13.5% in the 1st quarter, Holdings Channel.com reports. The fund owned 573,822 shares of the company’s stock after selling 89,189 shares during the period. Dimensional US Marketwide Value ETF makes up about 1.3% of Root Financial Partners LLC’s holdings, making the stock its 17th biggest holding. Root Financial Partners LLC’s holdings in Dimensional US Marketwide Value ETF were worth $27,807,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. Wealthcare Advisory Partners LLC increased its holdings in Dimensional US Marketwide Value ETF by 0.9% in the fourth quarter. Wealthcare Advisory Partners LLC now owns 24,650 shares of the company’s stock valued at $1,148,000 after purchasing an additional 219 shares during the period. Mustard Seed Financial LLC raised its position in shares of Dimensional US Marketwide Value ETF by 1.0% during the fourth quarter. Mustard Seed Financial LLC now owns 22,671 shares of the company’s stock worth $1,056,000 after acquiring an additional 226 shares during the last quarter. Five Oceans Advisors lifted its stake in shares of Dimensional US Marketwide Value ETF by 2.9% in the fourth quarter. Five Oceans Advisors now owns 8,166 shares of the company’s stock worth $380,000 after acquiring an additional 233 shares during the period. Equitable Holdings Inc. boosted its holdings in Dimensional US Marketwide Value ETF by 0.5% in the third quarter. Equitable Holdings Inc. now owns 46,254 shares of the company’s stock valued at $2,067,000 after acquiring an additional 242 shares during the last quarter. Finally, Kaufman Rossin Wealth LLC increased its position in Dimensional US Marketwide Value ETF by 1.0% during the 4th quarter. Kaufman Rossin Wealth LLC now owns 25,950 shares of the company’s stock valued at $1,209,000 after purchasing an additional 246 shares during the period.

Dimensional US Marketwide Value ETF Stock Performance

Dimensional US Marketwide Value ETF stock opened at $54.78 on Thursday. The firm has a market cap of $15.23 billion, a price-to-earnings ratio of 15.88 and a beta of 0.89. Dimensional US Marketwide Value ETF has a 52-week low of $41.62 and a 52-week high of $55.65. The firm has a 50 day moving average price of $53.32 and a two-hundred day moving average price of $50.39.

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.