Dimensional US Marketwide Value ETF $DFUV Shares Acquired by Kestra Advisory Services LLC

Kestra Advisory Services LLC increased its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 10.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 257,029 shares of the company’s stock after purchasing an additional 24,605 shares during the period. Kestra Advisory Services LLC owned 0.09% of Dimensional US Marketwide Value ETF worth $12,456,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Clune & Associates LTD. grew its holdings in Dimensional US Marketwide Value ETF by 18.5% during the fourth quarter. Clune & Associates LTD. now owns 540,018 shares of the company’s stock worth $25,159,000 after acquiring an additional 84,348 shares during the period. Capital Investment Advisory Services LLC lifted its holdings in Dimensional US Marketwide Value ETF by 86.5% in the 4th quarter. Capital Investment Advisory Services LLC now owns 53,267 shares of the company’s stock valued at $2,482,000 after acquiring an additional 24,708 shares during the last quarter. Diversify Advisory Services LLC bought a new position in shares of Dimensional US Marketwide Value ETF during the 4th quarter valued at about $1,218,000. Frankly Finances LLC bought a new position in shares of Dimensional US Marketwide Value ETF during the 4th quarter valued at about $2,413,000. Finally, Disciplined Equity Management Inc. boosted its position in shares of Dimensional US Marketwide Value ETF by 3.8% during the 4th quarter. Disciplined Equity Management Inc. now owns 802,309 shares of the company’s stock valued at $37,380,000 after purchasing an additional 29,547 shares in the last quarter.

Dimensional US Marketwide Value ETF Price Performance

Shares of DFUV opened at $55.02 on Monday. The firm’s 50 day moving average is $53.85 and its 200-day moving average is $50.80. Dimensional US Marketwide Value ETF has a 12-month low of $41.62 and a 12-month high of $55.65. The stock has a market capitalization of $15.30 billion, a P/E ratio of 15.88 and a beta of 0.89.

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.