XY Planning Network Inc. Has $870,000 Stock Holdings in Dimensional US Marketwide Value ETF $DFUV

XY Planning Network Inc. lifted its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 85.3% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 20,588 shares of the company’s stock after buying an additional 9,476 shares during the quarter. XY Planning Network Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $870,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Fortitude Family Office LLC lifted its holdings in shares of Dimensional US Marketwide Value ETF by 31.6% during the second quarter. Fortitude Family Office LLC now owns 1,040 shares of the company’s stock worth $44,000 after buying an additional 250 shares in the last quarter. CX Institutional acquired a new stake in shares of Dimensional US Marketwide Value ETF during the first quarter worth $53,000. Asset Dedication LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF during the first quarter worth $71,000. Compass Wealth Management LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF during the first quarter worth $71,000. Finally, Kings Path Partners LLC lifted its holdings in shares of Dimensional US Marketwide Value ETF by 1,996.0% during the second quarter. Kings Path Partners LLC now owns 2,117 shares of the company’s stock worth $90,000 after buying an additional 2,016 shares in the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

DFUV opened at $44.64 on Friday. Dimensional US Marketwide Value ETF has a fifty-two week low of $35.38 and a fifty-two week high of $45.02. The company has a market capitalization of $12.22 billion, a P/E ratio of 15.88 and a beta of 1.12. The stock has a fifty day moving average of $43.72 and a 200-day moving average of $41.71.

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.