Clune & Associates LTD. Cuts Stock Holdings in Dimensional US Marketwide Value ETF $DFUV

Clune & Associates LTD. decreased its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 3.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 455,670 shares of the company’s stock after selling 17,712 shares during the period. Dimensional US Marketwide Value ETF comprises approximately 5.1% of Clune & Associates LTD.’s holdings, making the stock its largest holding. Clune & Associates LTD. owned approximately 0.17% of Dimensional US Marketwide Value ETF worth $20,364,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. U.S. Capital Wealth Advisors LLC increased its stake in 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 worth $643,000 after buying an additional 235 shares during the period. Fortitude Family Office LLC boosted its position in Dimensional US Marketwide Value ETF by 31.6% in the 2nd quarter. Fortitude Family Office LLC now owns 1,040 shares of the company’s stock valued at $44,000 after buying an additional 250 shares during the period. Shore Point Advisors LLC grew its stake in Dimensional US Marketwide Value ETF by 2.1% in the 2nd quarter. Shore Point Advisors LLC now owns 14,014 shares of the company’s stock worth $593,000 after acquiring an additional 289 shares in the last quarter. Valeo Financial Advisors LLC increased its position in shares of Dimensional US Marketwide Value ETF by 1.1% during the second quarter. Valeo Financial Advisors LLC now owns 28,572 shares of the company’s stock worth $1,208,000 after acquiring an additional 311 shares during the period. Finally, Atria Wealth Solutions Inc. raised its stake in shares of Dimensional US Marketwide Value ETF by 1.7% during the second quarter. Atria Wealth Solutions Inc. now owns 19,048 shares of the company’s stock valued at $807,000 after acquiring an additional 323 shares in the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

Shares of NYSEARCA DFUV opened at $47.11 on Friday. Dimensional US Marketwide Value ETF has a 52-week low of $35.38 and a 52-week high of $47.29. The firm has a market capitalization of $12.95 billion, a price-to-earnings ratio of 15.88 and a beta of 0.96. The stock has a 50 day moving average price of $45.52 and a 200 day moving average price of $44.15.

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.