Francis Financial Inc. Decreases Holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Francis Financial Inc. reduced its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 5.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 51,845 shares of the company’s stock after selling 2,789 shares during the period. Dimensional US Marketwide Value ETF comprises 0.5% of Francis Financial Inc.’s investment portfolio, making the stock its 27th biggest position. Francis Financial Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $2,121,000 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. Crews Bank & Trust purchased a new position in shares of Dimensional US Marketwide Value ETF in the fourth quarter valued at $25,000. Fortitude Family Office LLC increased its holdings in Dimensional US Marketwide Value ETF by 50.8% during the 4th quarter. Fortitude Family Office LLC now owns 790 shares of the company’s stock valued at $32,000 after acquiring an additional 266 shares in the last quarter. VSM Wealth Advisory LLC purchased a new position in Dimensional US Marketwide Value ETF during the 4th quarter valued at about $41,000. Assetmark Inc. raised its position in Dimensional US Marketwide Value ETF by 104.5% during 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. Finally, Heck Capital Advisors LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the fourth quarter valued at approximately $67,000.

Dimensional US Marketwide Value ETF Price Performance

Shares of DFUV opened at $40.13 on Friday. Dimensional US Marketwide Value ETF has a 1-year low of $35.38 and a 1-year high of $44.61. The firm has a 50 day simple moving average of $39.69 and a 200-day simple moving average of $41.51. The stock has a market cap of $10.93 billion, a price-to-earnings ratio of 15.17 and a beta of 0.99.

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.