Legacy Financial Group Inc. Acquires 3,761 Shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Legacy Financial Group Inc. increased its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 0.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 449,579 shares of the company’s stock after purchasing an additional 3,761 shares during the quarter. Dimensional US Marketwide Value ETF makes up approximately 5.9% of Legacy Financial Group Inc.’s portfolio, making the stock its 5th largest position. Legacy Financial Group Inc. owned about 0.17% of Dimensional US Marketwide Value ETF worth $18,527,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in DFUV. Kiely Wealth Advisory Group Inc. boosted its stake in shares of Dimensional US Marketwide Value ETF by 60.1% during the 4th quarter. Kiely Wealth Advisory Group Inc. now owns 11,150 shares of the company’s stock valued at $476,000 after buying an additional 4,185 shares during the period. Bank of New York Mellon Corp raised its holdings in shares of Dimensional US Marketwide Value ETF by 1.4% during the fourth quarter. Bank of New York Mellon Corp now owns 75,111 shares of the company’s stock worth $3,074,000 after acquiring an additional 1,034 shares in the last quarter. Assetmark Inc. boosted 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 valued at $43,000 after purchasing an additional 534 shares during the last quarter. PNC Financial Services Group Inc. grew its stake in Dimensional US Marketwide Value ETF by 151.3% in the fourth quarter. PNC Financial Services Group Inc. now owns 47,584 shares of the company’s stock valued at $1,947,000 after purchasing an additional 28,646 shares in the last quarter. Finally, HMV Wealth Advisors LLC acquired a new position in Dimensional US Marketwide Value ETF in the 4th quarter worth about $3,123,000.

Dimensional US Marketwide Value ETF Price Performance

DFUV opened at $42.91 on Friday. The company has a market capitalization of $11.74 billion, a PE ratio of 15.88 and a beta of 1.12. Dimensional US Marketwide Value ETF has a fifty-two week low of $35.38 and a fifty-two week high of $44.61. The business has a 50-day moving average of $41.37 and a 200-day moving average of $41.13.

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.