Corient Private Wealth LLC Has $349.01 Million Stake in Dimensional US Marketwide Value ETF $DFUV

Corient Private Wealth LLC lowered its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 21.6% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 8,254,673 shares of the company’s stock after selling 2,275,673 shares during the period. Corient Private Wealth LLC owned approximately 3.01% of Dimensional US Marketwide Value ETF worth $349,008,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the stock. U.S. Capital Wealth Advisors LLC raised its stake in shares of Dimensional US Marketwide Value ETF by 1.6% in 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 in the last quarter. Fortitude Family Office LLC grew its holdings in 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 valued at $44,000 after purchasing an additional 250 shares during the last quarter. Shore Point Advisors LLC raised its position in shares of Dimensional US Marketwide Value ETF by 2.1% in the second quarter. Shore Point Advisors LLC now owns 14,014 shares of the company’s stock valued at $593,000 after purchasing an additional 289 shares during the period. Valeo Financial Advisors LLC lifted its stake in shares of Dimensional US Marketwide Value ETF by 1.1% in the second quarter. Valeo Financial Advisors LLC now owns 28,572 shares of the company’s stock worth $1,208,000 after buying an additional 311 shares during the last quarter. Finally, Atria Wealth Solutions Inc. boosted its holdings in shares of Dimensional US Marketwide Value ETF by 1.7% during the 2nd quarter. Atria Wealth Solutions Inc. now owns 19,048 shares of the company’s stock worth $807,000 after buying an additional 323 shares during the period.

Dimensional US Marketwide Value ETF Trading Down 0.6%

NYSEARCA:DFUV opened at $46.84 on Monday. The firm has a market capitalization of $12.87 billion, a PE ratio of 15.88 and a beta of 0.96. Dimensional US Marketwide Value ETF has a 1 year low of $35.38 and a 1 year high of $47.29. The firm’s fifty day simple moving average is $45.06 and its 200 day simple moving average is $43.76.

About Dimensional US Marketwide Value ETF

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.