Modera Wealth Management LLC Cuts Holdings in Dimensional US Marketwide Value ETF $DFUV

Modera Wealth Management LLC lessened its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,273,790 shares of the company’s stock after selling 35,878 shares during the quarter. Dimensional US Marketwide Value ETF makes up about 1.2% of Modera Wealth Management LLC’s portfolio, making the stock its 20th biggest position. Modera Wealth Management LLC owned approximately 0.83% of Dimensional US Marketwide Value ETF worth $96,136,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently made changes to their positions in the stock. U.S. Capital Wealth Advisors LLC lifted its stake in shares of Dimensional US Marketwide Value ETF by 1.6% during the 2nd quarter. U.S. Capital Wealth Advisors LLC now owns 15,205 shares of the company’s stock worth $643,000 after purchasing an additional 235 shares during the last quarter. Fortitude Family Office LLC raised its holdings in Dimensional US Marketwide Value ETF by 31.6% in the second quarter. Fortitude Family Office LLC now owns 1,040 shares of the company’s stock worth $44,000 after purchasing an additional 250 shares in the last quarter. Shore Point Advisors LLC lifted its position in shares of Dimensional US Marketwide Value ETF by 2.1% during the second quarter. Shore Point Advisors LLC now owns 14,014 shares of the company’s stock valued at $593,000 after buying an additional 289 shares during the last quarter. Valeo Financial Advisors LLC lifted its position in shares of Dimensional US Marketwide Value ETF by 1.1% during the second quarter. Valeo Financial Advisors LLC now owns 28,572 shares of the company’s stock valued at $1,208,000 after buying an additional 311 shares during the last quarter. Finally, Accredited Investor Services LLC boosted its holdings in shares of Dimensional US Marketwide Value ETF by 1.6% in the 1st quarter. Accredited Investor Services LLC now owns 20,573 shares of the company’s stock valued at $848,000 after buying an additional 320 shares in the last quarter.

Dimensional US Marketwide Value ETF Stock Down 0.5%

NYSEARCA DFUV opened at $44.43 on Friday. Dimensional US Marketwide Value ETF has a 52 week low of $35.38 and a 52 week high of $45.36. The company has a 50 day moving average price of $44.57 and a 200 day moving average price of $42.73. The firm has a market cap of $12.21 billion, a PE ratio of 15.88 and a beta of 0.96.

Dimensional US Marketwide Value ETF 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.