Essential Planning LLC. Has $16.63 Million Holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Essential Planning LLC. lifted its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 6,403.5% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 391,833 shares of the company’s stock after buying an additional 385,808 shares during the quarter. Essential Planning LLC.’s holdings in Dimensional US Marketwide Value ETF were worth $16,626,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the stock. Clarity Capital Advisors LLC raised its holdings in shares of Dimensional US Marketwide Value ETF by 0.3% in the 4th quarter. Clarity Capital Advisors LLC now owns 69,143 shares of the company’s stock worth $2,829,000 after buying an additional 241 shares in the last quarter. PrairieView Partners LLC increased its holdings in Dimensional US Marketwide Value ETF by 9.0% during the 4th quarter. PrairieView Partners LLC now owns 2,944 shares of the company’s stock valued at $120,000 after purchasing an additional 244 shares in the last quarter. Financial Counselors Inc. increased its holdings in Dimensional US Marketwide Value ETF by 1.4% during the 3rd quarter. Financial Counselors Inc. now owns 19,337 shares of the company’s stock valued at $806,000 after purchasing an additional 261 shares in the last quarter. Fortitude Family Office LLC increased its holdings in Dimensional US Marketwide Value ETF by 50.8% during the 4th quarter. Fortitude Family Office LLC now owns 790 shares of the company’s stock valued at $32,000 after purchasing an additional 266 shares in the last quarter. Finally, Atria Wealth Solutions Inc. increased its holdings in Dimensional US Marketwide Value ETF by 1.4% during the 4th quarter. Atria Wealth Solutions Inc. now owns 19,266 shares of the company’s stock valued at $788,000 after purchasing an additional 275 shares in the last quarter.

Dimensional US Marketwide Value ETF Price Performance

DFUV stock opened at $40.35 on Wednesday. The business has a fifty day moving average price of $42.19 and a 200 day moving average price of $42.10. Dimensional US Marketwide Value ETF has a fifty-two week low of $38.09 and a fifty-two week high of $44.61. The stock has a market capitalization of $10.56 billion, a price-to-earnings 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.