Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) is Index Fund Advisors Inc.’s 4th Largest Position

Index Fund Advisors Inc. lessened its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 2.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,160,386 shares of the company’s stock after selling 167,743 shares during the period. Dimensional US Marketwide Value ETF accounts for approximately 13.6% of Index Fund Advisors Inc.’s investment portfolio, making the stock its 4th largest holding. Index Fund Advisors Inc. owned about 2.35% of Dimensional US Marketwide Value ETF worth $252,083,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. AQR Capital Management LLC increased its position in shares of Dimensional US Marketwide Value ETF by 31.5% during the second quarter. AQR Capital Management LLC now owns 11,844 shares of the company’s stock worth $465,000 after purchasing an additional 2,837 shares in the last quarter. Brookstone Capital Management increased its position in Dimensional US Marketwide Value ETF by 8.9% during the 3rd quarter. Brookstone Capital Management now owns 15,083 shares of the company’s stock valued at $629,000 after buying an additional 1,230 shares in the last quarter. CWM LLC raised its stake in Dimensional US Marketwide Value ETF by 8.6% in the third quarter. CWM LLC now owns 90,986 shares of the company’s stock valued at $3,793,000 after buying an additional 7,207 shares during the last quarter. Andrews Lucia Wealth Management LLC boosted its holdings in Dimensional US Marketwide Value ETF by 1.4% in the third quarter. Andrews Lucia Wealth Management LLC now owns 373,474 shares of the company’s stock worth $14,666,000 after acquiring an additional 5,156 shares in the last quarter. Finally, Aspect Partners LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF during the third quarter worth about $94,000.

Dimensional US Marketwide Value ETF Stock Up 0.1 %

DFUV opened at $42.66 on Tuesday. The company has a market cap of $11.17 billion, a P/E ratio of 13.63 and a beta of 0.85. The firm’s 50-day moving average price is $42.13 and its 200-day moving average price is $41.79. Dimensional US Marketwide Value ETF has a 52-week low of $37.08 and a 52-week high of $44.61.

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.