Sterling Wealth Advisors Inc Invests $256,000 in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Sterling Wealth Advisors Inc purchased a new position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) in the fourth quarter, HoldingsChannel reports. The fund purchased 6,250 shares of the company’s stock, valued at approximately $256,000. Dimensional US Marketwide Value ETF makes up about 0.2% of Sterling Wealth Advisors Inc’s portfolio, making the stock its 18th biggest holding.

A number of other large investors have also recently added to or reduced their stakes in the stock. Financial Synergies Wealth Advisors Inc. raised its stake in shares of Dimensional US Marketwide Value ETF by 0.3% in the 4th quarter. Financial Synergies Wealth Advisors Inc. now owns 315,062 shares of the company’s stock valued at $12,892,000 after purchasing an additional 890 shares in the last quarter. Beacon Financial Advisory LLC grew its stake in Dimensional US Marketwide Value ETF by 0.8% in the fourth quarter. Beacon Financial Advisory LLC now owns 39,815 shares of the company’s stock worth $1,629,000 after purchasing an additional 322 shares in the last quarter. Vestia Personal Wealth Advisors increased its holdings in Dimensional US Marketwide Value ETF by 7.2% in the fourth quarter. Vestia Personal Wealth Advisors now owns 194,219 shares of the company’s stock valued at $7,947,000 after buying an additional 13,003 shares during the last quarter. Confluence Wealth Services Inc. raised its stake in Dimensional US Marketwide Value ETF by 35.5% during the fourth quarter. Confluence Wealth Services Inc. now owns 237,906 shares of the company’s stock valued at $10,237,000 after buying an additional 62,274 shares in the last quarter. Finally, CarsonAllaria Wealth Management Ltd. lifted its holdings in Dimensional US Marketwide Value ETF by 0.9% during the 4th quarter. CarsonAllaria Wealth Management Ltd. now owns 151,603 shares of the company’s stock worth $6,204,000 after buying an additional 1,380 shares during the last quarter.

Dimensional US Marketwide Value ETF Trading Down 0.7 %

Shares of DFUV opened at $42.61 on Friday. Dimensional US Marketwide Value ETF has a 52 week low of $37.08 and a 52 week high of $44.61. The firm has a market cap of $11.16 billion, a price-to-earnings ratio of 13.63 and a beta of 0.85. The stock has a 50 day moving average of $42.16 and a 200-day moving average of $41.75.

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.