Dimensional US Marketwide Value ETF $DFUV Shares Sold by Guardian Wealth Management LLC

Guardian Wealth Management LLC lowered its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 6.5% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 771,090 shares of the company’s stock after selling 53,243 shares during the period. Dimensional US Marketwide Value ETF makes up about 12.0% of Guardian Wealth Management LLC’s portfolio, making the stock its largest holding. Guardian Wealth Management LLC’s holdings in Dimensional US Marketwide Value ETF were worth $42,410,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in DFUV. Envestnet Portfolio Solutions Inc. increased its stake in Dimensional US Marketwide Value ETF by 0.3% during the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 118,784 shares of the company’s stock worth $6,534,000 after acquiring an additional 396 shares during the period. Brookstone Capital Management raised its stake in Dimensional US Marketwide Value ETF by 5.4% in the first quarter. Brookstone Capital Management now owns 8,661 shares of the company’s stock valued at $420,000 after purchasing an additional 443 shares in the last quarter. Range Advisory LLC lifted its position in Dimensional US Marketwide Value ETF by 3.5% during the second quarter. Range Advisory LLC now owns 13,292 shares of the company’s stock worth $731,000 after purchasing an additional 445 shares during the period. Steph & Co. bought a new stake in Dimensional US Marketwide Value ETF during the third quarter worth about $25,000. Finally, TOP Private Wealth LLC. bought a new position in Dimensional US Marketwide Value ETF in the 2nd quarter valued at about $30,000.

Dimensional US Marketwide Value ETF Stock Performance

Shares of Dimensional US Marketwide Value ETF stock traded down $0.32 on Wednesday, reaching $55.59. 90,630 shares of the stock were exchanged, compared to its average volume of 443,477. The firm’s 50 day moving average is $56.62 and its 200-day moving average is $54.31. Dimensional US Marketwide Value ETF has a one year low of $43.65 and a one year high of $57.89. The firm has a market cap of $15.28 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.