Meritas Wealth Management LLC Has $26.36 Million Stock Holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Meritas Wealth Management LLC lowered its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 644,452 shares of the company’s stock after selling 7,709 shares during the period. Dimensional US Marketwide Value ETF comprises about 18.3% of Meritas Wealth Management LLC’s portfolio, making the stock its largest holding. Meritas Wealth Management LLC’s holdings in Dimensional US Marketwide Value ETF were worth $26,358,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in DFUV. Tandem Wealth Advisors LLC bought a new position in shares of Dimensional US Marketwide Value ETF in the 4th quarter valued at about $25,000. Sanctuary Wealth Management L.L.C. bought a new position in shares of Dimensional US Marketwide Value ETF in the 4th quarter valued at about $25,000. S.A. Mason LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF during the 1st quarter worth about $25,000. Baker Avenue Asset Management LP acquired a new stake in shares of Dimensional US Marketwide Value ETF during the 3rd quarter worth about $27,000. Finally, Able Wealth Management LLC bought a new stake in Dimensional US Marketwide Value ETF in the 4th quarter valued at about $30,000.

Dimensional US Marketwide Value ETF Stock Performance

Shares of Dimensional US Marketwide Value ETF stock traded up $0.21 on Friday, reaching $39.27. 194,710 shares of the stock were exchanged, compared to its average volume of 306,786. The firm’s 50 day moving average is $39.52 and its 200-day moving average is $38.69. Dimensional US Marketwide Value ETF has a one year low of $31.76 and a one year high of $40.96. The firm has a market cap of $10.28 billion, a PE ratio of 13.63 and a beta of 0.85.

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.