Advisory Services & Investments LLC Cuts Holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Advisory Services & Investments LLC lessened its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 18.5% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 207,396 shares of the company’s stock after selling 47,063 shares during the quarter. Dimensional US Marketwide Value ETF makes up about 5.9% of Advisory Services & Investments LLC’s portfolio, making the stock its 8th biggest position. Advisory Services & Investments LLC owned about 0.08% of Dimensional US Marketwide Value ETF worth $8,646,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of the company. Oakworth Capital Inc. increased its position in shares of Dimensional US Marketwide Value ETF by 4.2% during the 2nd quarter. Oakworth Capital Inc. now owns 6,681 shares of the company’s stock worth $262,000 after purchasing an additional 269 shares during the last quarter. Quad Cities Investment Group LLC lifted its stake in Dimensional US Marketwide Value ETF by 3.1% in the second quarter. Quad Cities Investment Group LLC now owns 11,344 shares of the company’s stock valued at $445,000 after acquiring an additional 342 shares during the last quarter. Disciplined Investments LLC grew its position in shares of Dimensional US Marketwide Value ETF by 0.5% in the 2nd quarter. Disciplined Investments LLC now owns 71,590 shares of the company’s stock valued at $2,811,000 after acquiring an additional 360 shares during the period. Investment Advisory Group LLC grew its position in shares of Dimensional US Marketwide Value ETF by 0.4% in the 2nd quarter. Investment Advisory Group LLC now owns 98,027 shares of the company’s stock valued at $3,850,000 after acquiring an additional 380 shares during the period. Finally, LJI Wealth Management LLC increased its stake in shares of Dimensional US Marketwide Value ETF by 1.4% during the 2nd quarter. LJI Wealth Management LLC now owns 29,776 shares of the company’s stock worth $1,169,000 after purchasing an additional 412 shares during the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

Shares of NYSEARCA:DFUV opened at $44.06 on Friday. Dimensional US Marketwide Value ETF has a 52-week low of $34.53 and a 52-week high of $44.10. The company has a market capitalization of $11.53 billion, a P/E ratio of 13.63 and a beta of 0.85. The company has a 50-day simple moving average of $42.17 and a 200 day simple moving average of $40.73.

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.