Oakworth Capital Inc. Acquires New Stake in Dimensional US Marketwide Value ETF $DFUV

Oakworth Capital Inc. acquired a new stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 13,401 shares of the company’s stock, valued at approximately $737,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. TCI Wealth Advisors Inc. boosted its stake in Dimensional US Marketwide Value ETF by 4.4% during the 1st quarter. TCI Wealth Advisors Inc. now owns 3,464,039 shares of the company’s stock valued at $167,867,000 after purchasing an additional 144,548 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its stake in shares of Dimensional US Marketwide Value ETF by 4.5% in the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,194,495 shares of the company’s stock worth $154,805,000 after buying an additional 136,247 shares in the last quarter. Evanson Financial LLC bought a new stake in shares of Dimensional US Marketwide Value ETF in the 2nd quarter worth $72,471,000. Apella Capital LLC lifted its holdings in shares of Dimensional US Marketwide Value ETF by 0.3% in the third quarter. Apella Capital LLC now owns 1,072,946 shares of the company’s stock valued at $59,495,000 after buying an additional 2,871 shares during the period. Finally, Monograph Wealth Advisors LLC lifted its holdings in Dimensional US Marketwide Value ETF by 4.8% in the 1st quarter. Monograph Wealth Advisors LLC now owns 1,014,868 shares of the company’s stock valued at $49,181,000 after acquiring an additional 46,425 shares during the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

Shares of NYSEARCA:DFUV opened at $56.70 on Wednesday. The stock has a market capitalization of $15.58 billion, a price-to-earnings ratio of 15.88 and a beta of 0.90. The company has a 50 day moving average price of $56.44 and a 200 day moving average price of $53.08. Dimensional US Marketwide Value ETF has a 1-year low of $43.65 and a 1-year high of $57.89.

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.