Prism Planning Partners LLC Makes New Investment in Dimensional US Marketwide Value ETF $DFUV

Prism Planning Partners LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 16,868 shares of the company’s stock, valued at approximately $786,000. Dimensional US Marketwide Value ETF comprises about 0.9% of Prism Planning Partners LLC’s portfolio, making the stock its 18th largest position.

Other hedge funds have also made changes to their positions in the company. Clune & Associates LTD. boosted its stake in Dimensional US Marketwide Value ETF by 18.5% during the 4th quarter. Clune & Associates LTD. now owns 540,018 shares of the company’s stock valued at $25,159,000 after purchasing an additional 84,348 shares during the period. Capital Investment Advisory Services LLC lifted its position in shares of Dimensional US Marketwide Value ETF by 86.5% in the 4th quarter. Capital Investment Advisory Services LLC now owns 53,267 shares of the company’s stock worth $2,482,000 after acquiring an additional 24,708 shares during the period. Diversify Advisory Services LLC bought a new stake in shares of Dimensional US Marketwide Value ETF in the 4th quarter worth approximately $1,218,000. Disciplined Equity Management Inc. lifted its position in shares of Dimensional US Marketwide Value ETF by 3.8% in the 4th quarter. Disciplined Equity Management Inc. now owns 802,309 shares of the company’s stock worth $37,380,000 after acquiring an additional 29,547 shares during the period. Finally, Frankly Finances LLC acquired a new position in shares of Dimensional US Marketwide Value ETF in the 4th quarter worth approximately $2,413,000.

Dimensional US Marketwide Value ETF Trading Down 1.3%

Shares of DFUV opened at $53.40 on Thursday. Dimensional US Marketwide Value ETF has a 1 year low of $41.12 and a 1 year high of $54.72. The stock has a 50 day simple moving average of $51.79 and a 200-day simple moving average of $49.44. The stock has a market cap of $14.86 billion, a PE ratio of 15.88 and a beta of 0.90.

About Dimensional US Marketwide Value ETF

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.