SwitchPoint Financial Planning LLC Has $4.36 Million Position in Dimensional US Marketwide Value ETF $DFUV

SwitchPoint Financial Planning LLC lowered its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 5.1% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 103,100 shares of the company’s stock after selling 5,590 shares during the quarter. Dimensional US Marketwide Value ETF accounts for approximately 3.6% of SwitchPoint Financial Planning LLC’s portfolio, making the stock its 5th largest position. SwitchPoint Financial Planning LLC’s holdings in Dimensional US Marketwide Value ETF were worth $4,359,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the stock. Clark Asset Management LLC increased its stake in shares of Dimensional US Marketwide Value ETF by 45.0% in the 2nd quarter. Clark Asset Management LLC now owns 26,431 shares of the company’s stock valued at $1,118,000 after acquiring an additional 8,197 shares in the last quarter. Envestnet Asset Management Inc. increased its stake in shares of Dimensional US Marketwide Value ETF by 4.2% in the 2nd quarter. Envestnet Asset Management Inc. now owns 31,752,400 shares of the company’s stock valued at $1,342,491,000 after acquiring an additional 1,277,162 shares in the last quarter. Orion Capital Management LLC increased its stake in shares of Dimensional US Marketwide Value ETF by 218.3% in the 2nd quarter. Orion Capital Management LLC now owns 7,846 shares of the company’s stock valued at $332,000 after acquiring an additional 5,381 shares in the last quarter. Brighton Jones LLC increased its stake in shares of Dimensional US Marketwide Value ETF by 2.7% in the 2nd quarter. Brighton Jones LLC now owns 28,387 shares of the company’s stock valued at $1,200,000 after acquiring an additional 759 shares in the last quarter. Finally, BIP Wealth LLC increased its stake in shares of Dimensional US Marketwide Value ETF by 4.4% in the 2nd quarter. BIP Wealth LLC now owns 255,987 shares of the company’s stock valued at $10,823,000 after acquiring an additional 10,817 shares in the last quarter.

Dimensional US Marketwide Value ETF Stock Down 0.6%

NYSEARCA:DFUV opened at $45.06 on Wednesday. The company has a fifty day moving average of $44.49 and a 200-day moving average of $42.45. The firm has a market capitalization of $12.38 billion, a P/E ratio of 15.88 and a beta of 0.96. Dimensional US Marketwide Value ETF has a twelve month low of $35.38 and a twelve month high of $45.36.

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.