Kaufman Rossin Wealth LLC Has $726,000 Holdings in Dimensional US Marketwide Value ETF $DFUV

Kaufman Rossin Wealth LLC trimmed its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 42.3% during the first quarter, Holdings Channel.com reports. The institutional investor owned 14,976 shares of the company’s stock after selling 10,974 shares during the quarter. Kaufman Rossin Wealth LLC’s holdings in Dimensional US Marketwide Value ETF were worth $726,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of DFUV. Mercer Global Advisors Inc. ADV lifted its position in shares of Dimensional US Marketwide Value ETF by 4.5% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 39,863,226 shares of the company’s stock valued at $1,857,237,000 after acquiring an additional 1,727,520 shares during the period. Focus Partners Wealth grew its holdings in Dimensional US Marketwide Value ETF by 0.6% in the fourth quarter. Focus Partners Wealth now owns 14,767,787 shares of the company’s stock worth $688,031,000 after purchasing an additional 85,893 shares during the period. Corient Private Wealth LLC increased its stake in Dimensional US Marketwide Value ETF by 51.1% in the fourth quarter. Corient Private Wealth LLC now owns 9,951,259 shares of the company’s stock valued at $463,629,000 after purchasing an additional 3,365,477 shares in the last quarter. Focus Partners Advisor Solutions LLC increased its stake in Dimensional US Marketwide Value ETF by 22.7% in the fourth quarter. Focus Partners Advisor Solutions LLC now owns 4,636,422 shares of the company’s stock valued at $216,011,000 after purchasing an additional 857,772 shares in the last quarter. Finally, TCI Wealth Advisors Inc. raised its holdings in shares of Dimensional US Marketwide Value ETF by 9.2% during the fourth quarter. TCI Wealth Advisors Inc. now owns 3,319,491 shares of the company’s stock valued at $154,655,000 after purchasing an additional 278,384 shares during the period.

Dimensional US Marketwide Value ETF Price Performance

DFUV stock opened at $55.10 on Tuesday. The stock has a market capitalization of $15.33 billion, a PE ratio of 15.88 and a beta of 0.90. The company’s 50-day moving average is $52.70 and its 200-day moving average is $49.97. Dimensional US Marketwide Value ETF has a 1 year low of $41.18 and a 1 year high of $55.47.

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.