Wescott Financial Advisory Group LLC Cuts Stock Holdings in Dimensional US Marketwide Value ETF $DFUV

Wescott Financial Advisory Group LLC cut its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 9.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 770,002 shares of the company’s stock after selling 79,889 shares during the quarter. Dimensional US Marketwide Value ETF makes up approximately 3.1% of Wescott Financial Advisory Group LLC’s holdings, making the stock its 9th largest holding. Wescott Financial Advisory Group LLC owned about 0.28% of Dimensional US Marketwide Value ETF worth $35,874,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of DFUV. Mercer Global Advisors Inc. ADV grew its stake in shares of Dimensional US Marketwide Value ETF by 5.6% in the third quarter. Mercer Global Advisors Inc. ADV now owns 38,135,706 shares of the company’s stock worth $1,704,285,000 after purchasing an additional 2,035,838 shares during the last quarter. Focus Partners Wealth lifted its holdings in Dimensional US Marketwide Value ETF by 9.8% in the third quarter. Focus Partners Wealth now owns 14,681,894 shares of the company’s stock worth $656,329,000 after buying an additional 1,316,062 shares during the period. Focus Partners Advisor Solutions LLC lifted its holdings 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 worth $216,011,000 after buying an additional 857,772 shares during the period. Guardian Wealth Management LLC purchased a new stake in Dimensional US Marketwide Value ETF in the fourth quarter worth about $39,840,000. Finally, McMill Wealth Management purchased a new stake in Dimensional US Marketwide Value ETF in the third quarter worth about $31,888,000.

Dimensional US Marketwide Value ETF Price Performance

Shares of DFUV opened at $54.40 on Friday. Dimensional US Marketwide Value ETF has a one year low of $41.12 and a one year high of $54.72. The company has a 50-day simple moving average of $51.91 and a two-hundred day simple moving average of $49.51. The firm has a market capitalization of $15.13 billion, a PE ratio of 15.88 and a beta of 0.90.

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.