Total Wealth Planning LLC Lowers Stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Total Wealth Planning LLC reduced its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 10.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 151,718 shares of the company’s stock after selling 17,722 shares during the period. Dimensional US Marketwide Value ETF accounts for about 1.1% of Total Wealth Planning LLC’s investment portfolio, making the stock its 23rd largest holding. Total Wealth Planning LLC owned about 0.06% of Dimensional US Marketwide Value ETF worth $6,205,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Gradient Capital Advisors LLC lifted its position in Dimensional US Marketwide Value ETF by 0.3% during the 1st quarter. Gradient Capital Advisors LLC now owns 130,352 shares of the company’s stock valued at $5,331,000 after acquiring an additional 379 shares during the period. IFG Advisory LLC increased its stake in Dimensional US Marketwide Value ETF by 1.9% during the 4th quarter. IFG Advisory LLC now owns 24,209 shares of the company’s stock valued at $901,000 after purchasing an additional 447 shares in the last quarter. Tortoise Investment Management LLC increased its stake in Dimensional US Marketwide Value ETF by 33.6% during the 4th quarter. Tortoise Investment Management LLC now owns 2,148 shares of the company’s stock valued at $81,000 after purchasing an additional 540 shares in the last quarter. Quad Cities Investment Group LLC increased its stake in Dimensional US Marketwide Value ETF by 5.2% during the 1st quarter. Quad Cities Investment Group LLC now owns 11,002 shares of the company’s stock valued at $450,000 after purchasing an additional 547 shares in the last quarter. Finally, S.A. Mason LLC bought a new stake in Dimensional US Marketwide Value ETF during the 1st quarter valued at about $25,000.

Dimensional US Marketwide Value ETF Stock Performance

NYSEARCA:DFUV opened at $39.24 on Wednesday. The firm has a market cap of $10.27 billion, a P/E ratio of 13.63 and a beta of 0.85. Dimensional US Marketwide Value ETF has a fifty-two week low of $31.76 and a fifty-two week high of $40.96. The firm has a 50-day simple moving average of $39.51 and a two-hundred day simple moving average of $38.76.

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.