Dimensional US Marketwide Value ETF $DFUV Shares Sold by Willow Creek Wealth Management Inc.

Willow Creek Wealth Management Inc. trimmed its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.0% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,085,073 shares of the company’s stock after selling 10,888 shares during the quarter. Dimensional US Marketwide Value ETF accounts for approximately 4.1% of Willow Creek Wealth Management Inc.’s investment portfolio, making the stock its 5th biggest position. Willow Creek Wealth Management Inc. owned 0.40% of Dimensional US Marketwide Value ETF worth $45,877,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. U.S. Capital Wealth Advisors LLC boosted its holdings in Dimensional US Marketwide Value ETF by 1.6% during the 2nd quarter. U.S. Capital Wealth Advisors LLC now owns 15,205 shares of the company’s stock valued at $643,000 after acquiring an additional 235 shares during the period. Fortitude Family Office LLC boosted its holdings in Dimensional US Marketwide Value ETF by 31.6% during the 2nd quarter. Fortitude Family Office LLC now owns 1,040 shares of the company’s stock valued at $44,000 after acquiring an additional 250 shares during the period. Vannoy Advisory Group Inc. boosted its holdings in Dimensional US Marketwide Value ETF by 0.3% during the 1st quarter. Vannoy Advisory Group Inc. now owns 99,769 shares of the company’s stock valued at $4,111,000 after acquiring an additional 283 shares during the period. Shore Point Advisors LLC boosted its holdings in Dimensional US Marketwide Value ETF by 2.1% during the 2nd quarter. Shore Point Advisors LLC now owns 14,014 shares of the company’s stock valued at $593,000 after acquiring an additional 289 shares during the period. Finally, Accredited Investor Services LLC boosted its holdings in Dimensional US Marketwide Value ETF by 1.6% during the 1st quarter. Accredited Investor Services LLC now owns 20,573 shares of the company’s stock valued at $848,000 after acquiring an additional 320 shares during the period.

Dimensional US Marketwide Value ETF Price Performance

Shares of Dimensional US Marketwide Value ETF stock opened at $44.64 on Friday. The business has a 50-day moving average of $43.72 and a 200 day moving average of $41.71. Dimensional US Marketwide Value ETF has a 12 month low of $35.38 and a 12 month high of $45.02. The stock has a market capitalization of $12.22 billion, a price-to-earnings ratio of 15.88 and a beta of 1.12.

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.