Dimensional US Marketwide Value ETF $DFUV Stock Sold by Trace Wealth Advisors LLC

Trace Wealth Advisors LLC reduced its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 53.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 46,965 shares of the company’s stock after selling 54,193 shares during the quarter. Dimensional US Marketwide Value ETF accounts for approximately 1.9% of Trace Wealth Advisors LLC’s investment portfolio, making the stock its 10th biggest holding. Trace Wealth Advisors LLC’s holdings in Dimensional US Marketwide Value ETF were worth $2,583,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of the business. RFG Holdings Inc. boosted its position in Dimensional US Marketwide Value ETF by 7.5% during the third quarter. RFG Holdings Inc. now owns 4,044 shares of the company’s stock worth $222,000 after purchasing an additional 282 shares in the last quarter. GRIMES & Co WEALTH MANAGEMENT LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF in the third quarter valued at approximately $291,000. Verus Financial Partners Inc. purchased a new stake in shares of Dimensional US Marketwide Value ETF in the third quarter valued at approximately $49,985,000. Aviance Capital Partners LLC acquired a new position in shares of Dimensional US Marketwide Value ETF during the 3rd quarter worth approximately $416,000. Finally, MGO One Seven LLC raised its stake in shares of Dimensional US Marketwide Value ETF by 130.2% during the 3rd quarter. MGO One Seven LLC now owns 18,228 shares of the company’s stock worth $1,003,000 after buying an additional 10,309 shares during the period.

Dimensional US Marketwide Value ETF Price Performance

Shares of NYSEARCA:DFUV opened at $57.35 on Thursday. Dimensional US Marketwide Value ETF has a 1 year low of $43.65 and a 1 year high of $57.89. The firm has a market capitalization of $15.75 billion, a price-to-earnings ratio of 15.88 and a beta of 0.89. The business’s 50 day moving average price is $56.39 and its 200-day moving average price is $53.34.

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.