Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) is WorthPointe LLC’s 3rd Largest Position

WorthPointe LLC lowered its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 0.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 579,742 shares of the company’s stock after selling 5,351 shares during the quarter. Dimensional US Marketwide Value ETF comprises 9.7% of WorthPointe LLC’s portfolio, making the stock its 3rd largest position. WorthPointe LLC’s holdings in Dimensional US Marketwide Value ETF were worth $23,723,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. Crews Bank & Trust purchased a new position in Dimensional US Marketwide Value ETF during the fourth quarter valued at $25,000. Truvestments Capital LLC purchased a new position in Dimensional US Marketwide Value ETF during the 3rd quarter valued at about $30,000. Fortitude Family Office LLC lifted its position in Dimensional US Marketwide Value ETF by 50.8% during the 4th quarter. Fortitude Family Office LLC now owns 790 shares of the company’s stock valued at $32,000 after acquiring an additional 266 shares during the period. VSM Wealth Advisory LLC bought a new stake in Dimensional US Marketwide Value ETF during the fourth quarter worth about $41,000. Finally, Assetmark Inc. grew its holdings in Dimensional US Marketwide Value ETF by 104.5% in the fourth quarter. Assetmark Inc. now owns 1,045 shares of the company’s stock worth $43,000 after purchasing an additional 534 shares during the period.

Dimensional US Marketwide Value ETF Stock Performance

DFUV stock opened at $41.90 on Tuesday. The firm has a 50 day moving average price of $42.19 and a 200-day moving average price of $42.09. Dimensional US Marketwide Value ETF has a 52-week low of $38.09 and a 52-week high of $44.61. The firm has a market capitalization of $11.42 billion, a price-to-earnings ratio of 16.39 and a beta of 1.01.

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.