13,466 Dimensional US Marketwide Value ETF $DFUV Shares Bought by Heritage Wealth Management Inc. Texas

Heritage Wealth Management Inc. Texas increased its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 2.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 681,065 shares of the company’s stock after buying an additional 13,466 shares during the quarter. Dimensional US Marketwide Value ETF accounts for approximately 14.0% of Heritage Wealth Management Inc. Texas’ holdings, making the stock its 2nd biggest holding. Heritage Wealth Management Inc. Texas owned about 0.25% of Dimensional US Marketwide Value ETF worth $37,459,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in DFUV. CENTRAL TRUST Co bought a new position in shares of Dimensional US Marketwide Value ETF during the third quarter valued at about $3,143,000. Ritholtz Wealth Management increased its holdings in Dimensional US Marketwide Value ETF by 15.7% during the 3rd quarter. Ritholtz Wealth Management now owns 7,730 shares of the company’s stock valued at $425,000 after purchasing an additional 1,050 shares during the period. Joel Isaacson & Co. LLC purchased a new position in shares of Dimensional US Marketwide Value ETF during the third quarter valued at approximately $5,472,000. Valued Wealth Advisors LLC boosted its holdings in Dimensional US Marketwide Value ETF by 2.1% in the third quarter. Valued Wealth Advisors LLC now owns 40,833 shares of the company’s stock valued at $2,246,000 after acquiring an additional 855 shares in the last quarter. Finally, Confluence Wealth Services Inc. boosted its stake in shares of Dimensional US Marketwide Value ETF by 0.8% during the 3rd quarter. Confluence Wealth Services Inc. now owns 391,017 shares of the company’s stock valued at $21,506,000 after purchasing an additional 3,050 shares in the last quarter.

Dimensional US Marketwide Value ETF Price Performance

Shares of DFUV opened at $56.89 on Friday. Dimensional US Marketwide Value ETF has a one year low of $43.65 and a one year high of $57.89. The company has a 50-day simple moving average of $56.30 and a two-hundred day simple moving average of $53.57. The firm has a market capitalization of $15.66 billion, a PE ratio of 18.03 and a beta of 0.89.

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.