Dimensional US Marketwide Value ETF $DFUV Shares Newly Bought by Modera Wealth Management LLC

Modera Wealth Management LLC bought a new position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 2,236,663 shares of the company’s stock, valued at approximately $123,016,000. Dimensional US Marketwide Value ETF makes up approximately 1.3% of Modera Wealth Management LLC’s portfolio, making the stock its 18th biggest position. Modera Wealth Management LLC owned 0.81% of Dimensional US Marketwide Value ETF as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of DFUV. TCI Wealth Advisors Inc. increased its position in shares of Dimensional US Marketwide Value ETF by 4.4% in the first quarter. TCI Wealth Advisors Inc. now owns 3,464,039 shares of the company’s stock valued at $167,867,000 after buying an additional 144,548 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in shares of Dimensional US Marketwide Value ETF by 4.5% during the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,194,495 shares of the company’s stock valued at $154,805,000 after buying an additional 136,247 shares in the last quarter. Evanson Financial LLC purchased a new position in shares of Dimensional US Marketwide Value ETF during the 2nd quarter valued at approximately $72,471,000. Apella Capital LLC lifted its position in shares of Dimensional US Marketwide Value ETF by 0.3% during the 3rd quarter. Apella Capital LLC now owns 1,072,946 shares of the company’s stock valued at $59,495,000 after buying an additional 2,871 shares in the last quarter. Finally, Monograph Wealth Advisors LLC grew its stake in Dimensional US Marketwide Value ETF by 4.8% in the 1st quarter. Monograph Wealth Advisors LLC now owns 1,014,868 shares of the company’s stock valued at $49,181,000 after acquiring an additional 46,425 shares during the period.

Dimensional US Marketwide Value ETF Stock Performance

Shares of NYSEARCA DFUV opened at $56.78 on Friday. The firm has a fifty day moving average of $56.42 and a 200 day moving average of $53.21. The firm has a market cap of $15.60 billion, a PE ratio of 15.88 and a beta of 0.90. Dimensional US Marketwide Value ETF has a one year low of $43.65 and a one year high of $57.89.

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.