Axis Wealth Partners LLC Buys Shares of 59,966 Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Axis Wealth Partners LLC purchased a new position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 59,966 shares of the company’s stock, valued at approximately $2,454,000. Dimensional US Marketwide Value ETF accounts for about 2.1% of Axis Wealth Partners LLC’s investment portfolio, making the stock its 12th largest holding.

Several other hedge funds have also made changes to their positions in DFUV. Raymond James Financial Inc. purchased a new position in Dimensional US Marketwide Value ETF in the fourth quarter valued at $50,088,000. Elser Financial Planning Inc boosted its stake in shares of Dimensional US Marketwide Value ETF by 13,350.8% in the 4th quarter. Elser Financial Planning Inc now owns 985,539 shares of the company’s stock valued at $40,328,000 after buying an additional 978,212 shares during the period. Wealth Management Nebraska acquired a new position in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth about $30,097,000. Timonier Family Office LTD. purchased a new stake in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth approximately $27,032,000. Finally, Mission Wealth Management LP raised its holdings in Dimensional US Marketwide Value ETF by 1,034.0% in the fourth quarter. Mission Wealth Management LP now owns 566,094 shares of the company’s stock valued at $23,165,000 after acquiring an additional 516,172 shares in the last quarter.

Dimensional US Marketwide Value ETF Stock Up 0.7 %

Shares of Dimensional US Marketwide Value ETF stock opened at $41.49 on Friday. Dimensional US Marketwide Value ETF has a 52-week low of $38.09 and a 52-week high of $44.61. The company has a 50 day moving average of $42.20 and a 200 day moving average of $42.09. The company has a market capitalization of $10.86 billion, a P/E ratio of 16.69 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.