Dimensional US Marketwide Value ETF $DFUV is Meritas Wealth Management LLC’s Largest Position

Meritas Wealth Management LLC lessened its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.7% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 589,224 shares of the company’s stock after selling 10,154 shares during the period. Dimensional US Marketwide Value ETF accounts for approximately 13.7% of Meritas Wealth Management LLC’s holdings, making the stock its biggest position. Meritas Wealth Management LLC owned 0.21% of Dimensional US Marketwide Value ETF worth $24,912,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of DFUV. Parkwoods Wealth Partners LLC lifted its position in Dimensional US Marketwide Value ETF by 2.2% during the 2nd quarter. Parkwoods Wealth Partners LLC now owns 692,196 shares of the company’s stock valued at $29,266,000 after acquiring an additional 14,808 shares during the period. PBMares Wealth Management LLC lifted its holdings in shares of Dimensional US Marketwide Value ETF by 1.2% during the second quarter. PBMares Wealth Management LLC now owns 364,462 shares of the company’s stock valued at $15,409,000 after purchasing an additional 4,343 shares during the last quarter. Truist Financial Corp boosted its position in shares of Dimensional US Marketwide Value ETF by 0.8% in the 2nd quarter. Truist Financial Corp now owns 134,576 shares of the company’s stock worth $5,690,000 after purchasing an additional 1,008 shares in the last quarter. FMB Wealth Management boosted its position in shares of Dimensional US Marketwide Value ETF by 1.2% in the 2nd quarter. FMB Wealth Management now owns 107,000 shares of the company’s stock worth $4,524,000 after purchasing an additional 1,225 shares in the last quarter. Finally, Dopkins Wealth Management LLC grew its stake in shares of Dimensional US Marketwide Value ETF by 0.6% in the 2nd quarter. Dopkins Wealth Management LLC now owns 453,430 shares of the company’s stock worth $19,171,000 after buying an additional 2,835 shares during the last quarter.

Dimensional US Marketwide Value ETF Trading Up 0.1%

Shares of NYSEARCA:DFUV opened at $44.73 on Thursday. The stock has a fifty day simple moving average of $43.82 and a two-hundred day simple moving average of $41.79. Dimensional US Marketwide Value ETF has a 12-month low of $35.38 and a 12-month high of $45.02. The stock has a market capitalization of $12.25 billion, a price-to-earnings ratio of 15.88 and a beta of 1.12.

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.