Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) Position Boosted by TAGStone Capital Inc.

TAGStone Capital Inc. lifted its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 49,927 shares of the company’s stock after purchasing an additional 763 shares during the period. Dimensional US Marketwide Value ETF comprises about 1.0% of TAGStone Capital Inc.’s investment portfolio, making the stock its 27th biggest holding. TAGStone Capital Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $2,043,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Crews Bank & Trust bought a new position in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth about $25,000. Truvestments Capital LLC bought a new position in Dimensional US Marketwide Value ETF in the third quarter worth about $30,000. Fortitude Family Office LLC lifted its holdings in Dimensional US Marketwide Value ETF by 50.8% in the fourth quarter. Fortitude Family Office LLC now owns 790 shares of the company’s stock worth $32,000 after acquiring an additional 266 shares during the last quarter. VSM Wealth Advisory LLC bought a new position in Dimensional US Marketwide Value ETF in the fourth quarter worth about $41,000. Finally, Assetmark Inc. lifted its holdings in Dimensional US Marketwide Value ETF by 104.5% in the fourth quarter. Assetmark Inc. now owns 1,045 shares of the company’s stock worth $43,000 after acquiring an additional 534 shares during the last quarter.

Dimensional US Marketwide Value ETF Stock Down 0.4 %

Shares of NYSEARCA DFUV opened at $41.28 on Monday. The firm’s 50-day moving average price is $42.17 and its two-hundred day moving average price is $42.08. Dimensional US Marketwide Value ETF has a 52-week low of $38.09 and a 52-week high of $44.61. The stock has a market capitalization of $11.25 billion, a P/E 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.