WorthPointe LLC Reduces Stock Holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

WorthPointe LLC trimmed its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 0.9% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 579,742 shares of the company’s stock after selling 5,351 shares during the period. Dimensional US Marketwide Value ETF comprises approximately 9.7% of WorthPointe LLC’s investment portfolio, making the stock its 3rd biggest position. WorthPointe LLC owned approximately 0.22% of Dimensional US Marketwide Value ETF worth $23,723,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in DFUV. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in shares of Dimensional US Marketwide Value ETF by 6.5% during the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 2,635,288 shares of the company’s stock worth $107,836,000 after acquiring an additional 160,394 shares in the last quarter. TCI Wealth Advisors Inc. lifted its holdings in shares of Dimensional US Marketwide Value ETF by 2.0% during the fourth quarter. TCI Wealth Advisors Inc. now owns 2,287,765 shares of the company’s stock valued at $93,615,000 after purchasing an additional 44,653 shares during the last quarter. Root Financial Partners LLC boosted its position in shares of Dimensional US Marketwide Value ETF by 31.9% in the 4th quarter. Root Financial Partners LLC now owns 1,518,933 shares of the company’s stock valued at $62,155,000 after purchasing an additional 367,566 shares during the period. Raymond James Financial Inc. acquired a new position in shares of Dimensional US Marketwide Value ETF in the 4th quarter valued at $50,088,000. Finally, Schoolcraft Capital LLC increased its stake in Dimensional US Marketwide Value ETF by 0.6% in the 4th quarter. Schoolcraft Capital LLC now owns 1,094,856 shares of the company’s stock worth $44,802,000 after purchasing an additional 6,155 shares in the last quarter.

Dimensional US Marketwide Value ETF Trading Up 1.5 %

DFUV stock opened at $41.90 on Tuesday. Dimensional US Marketwide Value ETF has a one year low of $38.09 and a one year high of $44.61. The firm has a 50-day moving average of $42.19 and a two-hundred day moving average of $42.09. The firm has a market capitalization of $11.42 billion, a PE ratio of 16.39 and a beta of 1.01.

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.