Simplicity Wealth LLC Acquires 14,040 Shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Simplicity Wealth LLC lifted its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 12.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 122,852 shares of the company’s stock after acquiring an additional 14,040 shares during the quarter. Simplicity Wealth LLC’s holdings in Dimensional US Marketwide Value ETF were worth $5,122,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. Juncture Wealth Strategies LLC lifted its position in Dimensional US Marketwide Value ETF by 3.6% during the third quarter. Juncture Wealth Strategies LLC now owns 454,641 shares of the company’s stock worth $18,954,000 after acquiring an additional 15,657 shares during the last quarter. BWM Planning LLC acquired a new stake in Dimensional US Marketwide Value ETF during the 3rd quarter worth approximately $2,823,000. Grunden Financial Advisory Inc. boosted its stake in Dimensional US Marketwide Value ETF by 1.4% in the 3rd quarter. Grunden Financial Advisory Inc. now owns 403,664 shares of the company’s stock valued at $16,829,000 after purchasing an additional 5,574 shares during the period. CWM LLC boosted its stake in Dimensional US Marketwide Value ETF by 8.6% in the 3rd quarter. CWM LLC now owns 90,986 shares of the company’s stock valued at $3,793,000 after purchasing an additional 7,207 shares during the period. Finally, ShankerValleau Wealth Advisors Inc. grew its holdings in Dimensional US Marketwide Value ETF by 88.4% in the 3rd quarter. ShankerValleau Wealth Advisors Inc. now owns 554,360 shares of the company’s stock valued at $23,111,000 after buying an additional 260,155 shares in the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

DFUV opened at $42.31 on Friday. The stock has a fifty day moving average of $40.77 and a 200-day moving average of $40.11. The company has a market capitalization of $11.08 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 $42.35.

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.