Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) Shares Acquired by Avior Wealth Management LLC

Avior Wealth Management LLC raised its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 630.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,955 shares of the company’s stock after acquiring an additional 5,140 shares during the period. Avior Wealth Management LLC’s holdings in Dimensional US Marketwide Value ETF were worth $222,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in DFUV. Private Trust Co. NA grew its holdings in shares of Dimensional US Marketwide Value ETF by 119.1% in the fourth quarter. Private Trust Co. NA now owns 11,335 shares of the company’s stock valued at $422,000 after purchasing an additional 6,161 shares in the last quarter. Family CFO Inc grew its holdings in Dimensional US Marketwide Value ETF by 26.4% during the 3rd quarter. Family CFO Inc now owns 29,246 shares of the company’s stock worth $995,000 after acquiring an additional 6,113 shares in the last quarter. Trust Co of the South acquired a new position in Dimensional US Marketwide Value ETF during the 4th quarter worth approximately $72,071,000. PBMares Wealth Management LLC grew its holdings in Dimensional US Marketwide Value ETF by 1.0% during the 4th quarter. PBMares Wealth Management LLC now owns 380,878 shares of the company’s stock worth $14,176,000 after acquiring an additional 3,909 shares in the last quarter. Finally, Leeward Financial Partners LLC acquired a new position in Dimensional US Marketwide Value ETF during the 4th quarter worth approximately $253,000.

Dimensional US Marketwide Value ETF Stock Up 0.6 %

NYSEARCA DFUV opened at $38.82 on Friday. Dimensional US Marketwide Value ETF has a 52 week low of $31.76 and a 52 week high of $40.96. The stock has a market capitalization of $10.14 billion, a PE ratio of 13.41 and a beta of 1.12. The firm has a 50 day moving average of $39.30 and a two-hundred day moving average of $36.70.

About Dimensional US Marketwide Value ETF

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.