RF&L Wealth Management LLC Sells 2,525 Shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

RF&L Wealth Management LLC lowered its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 209,256 shares of the company’s stock after selling 2,525 shares during the quarter. Dimensional US Marketwide Value ETF makes up about 6.1% of RF&L Wealth Management LLC’s holdings, making the stock its 4th largest holding. RF&L Wealth Management LLC’s holdings in Dimensional US Marketwide Value ETF were worth $8,563,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of DFUV. LJI Wealth Management LLC grew its stake in shares of Dimensional US Marketwide Value ETF by 1.4% in the 2nd quarter. LJI Wealth Management LLC now owns 29,776 shares of the company’s stock valued at $1,169,000 after buying an additional 412 shares during the period. Lauterbach Financial Advisors LLC increased its stake in Dimensional US Marketwide Value ETF by 2.4% during the second quarter. Lauterbach Financial Advisors LLC now owns 266,936 shares of the company’s stock worth $10,533,000 after acquiring an additional 6,196 shares during the last quarter. Bridges Investment Management Inc. acquired a new stake in Dimensional US Marketwide Value ETF during the second quarter worth $345,000. AE Wealth Management LLC raised its position in Dimensional US Marketwide Value ETF by 91.2% in the second quarter. AE Wealth Management LLC now owns 16,143 shares of the company’s stock valued at $634,000 after purchasing an additional 7,701 shares during the period. Finally, RW Investment Management LLC grew its holdings in shares of Dimensional US Marketwide Value ETF by 3.2% during the 2nd quarter. RW Investment Management LLC now owns 1,342,565 shares of the company’s stock worth $52,723,000 after purchasing an additional 41,282 shares during the period.

Dimensional US Marketwide Value ETF Trading Up 0.5 %

Shares of DFUV opened at $42.31 on Friday. The company’s 50-day moving average price is $42.43 and its 200 day moving average price is $41.42. The firm has a market cap of $11.08 billion, a P/E ratio of 13.63 and a beta of 0.85. Dimensional US Marketwide Value ETF has a 12-month low of $36.05 and a 12-month high of $44.61.

Dimensional US Marketwide Value ETF 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.