JFS Wealth Advisors LLC Has $7.25 Million Stock Holdings in Dimensional US Marketwide Value ETF $DFUV

JFS Wealth Advisors LLC trimmed its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 13.2% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 131,869 shares of the company’s stock after selling 20,134 shares during the quarter. JFS Wealth Advisors LLC’s holdings in Dimensional US Marketwide Value ETF were worth $7,254,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the stock. Rothschild Investment LLC bought a new stake in shares of Dimensional US Marketwide Value ETF during the 4th quarter worth approximately $27,000. Turtle Creek Wealth Advisors LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the 1st quarter valued at approximately $33,000. VSM Wealth Advisory LLC bought a new position in shares of Dimensional US Marketwide Value ETF in the fourth quarter valued at $47,000. Arax Advisory Partners bought a new position in shares of Dimensional US Marketwide Value ETF in the fourth quarter valued at $53,000. Finally, Cassaday & Co Wealth Management LLC acquired a new position in Dimensional US Marketwide Value ETF during the first quarter worth $66,000.

Dimensional US Marketwide Value ETF Trading Up 0.1%

Shares of DFUV opened at $57.31 on Wednesday. The company’s fifty day simple moving average is $55.11 and its 200 day simple moving average is $52.04. Dimensional US Marketwide Value ETF has a 1-year low of $42.56 and a 1-year high of $57.43. The company has a market cap of $15.90 billion, a price-to-earnings ratio of 15.88 and a beta of 0.89.

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.