Dimensional US Marketwide Value ETF $DFUV is Aegis Wealth Management LLC’s 7th Largest Position

Aegis Wealth Management LLC lowered its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 10.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 147,057 shares of the company’s stock after selling 16,895 shares during the quarter. Dimensional US Marketwide Value ETF accounts for 3.9% of Aegis Wealth Management LLC’s investment portfolio, making the stock its 7th biggest position. Aegis Wealth Management LLC owned 0.05% of Dimensional US Marketwide Value ETF worth $6,851,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently made changes to their positions in the stock. Wealthcare Advisory Partners LLC increased its stake in Dimensional US Marketwide Value ETF by 0.9% in the fourth quarter. Wealthcare Advisory Partners LLC now owns 24,650 shares of the company’s stock valued at $1,148,000 after acquiring an additional 219 shares during the last quarter. Mustard Seed Financial LLC increased its position in shares of Dimensional US Marketwide Value ETF by 1.0% during the 3rd quarter. Mustard Seed Financial LLC now owns 22,445 shares of the company’s stock valued at $1,003,000 after purchasing an additional 226 shares during the last quarter. IFG Advisors LLC raised its holdings in shares of Dimensional US Marketwide Value ETF by 0.6% during the 3rd quarter. IFG Advisors LLC now owns 41,408 shares of the company’s stock valued at $1,851,000 after buying an additional 227 shares in the last quarter. Warwick Investment Management Inc. raised its holdings in shares of Dimensional US Marketwide Value ETF by 0.4% during the 3rd quarter. Warwick Investment Management Inc. now owns 51,542 shares of the company’s stock valued at $2,303,000 after buying an additional 228 shares in the last quarter. Finally, TAGStone Capital Inc. lifted its position in Dimensional US Marketwide Value ETF by 0.4% in the 3rd quarter. TAGStone Capital Inc. now owns 51,545 shares of the company’s stock worth $2,304,000 after buying an additional 228 shares during the last quarter.

Dimensional US Marketwide Value ETF Price Performance

Shares of DFUV opened at $47.77 on Friday. The firm has a market cap of $13.17 billion, a P/E ratio of 15.88 and a beta of 0.96. The stock has a 50 day simple moving average of $49.32 and a two-hundred day simple moving average of $46.89. Dimensional US Marketwide Value ETF has a 1 year low of $35.38 and a 1 year high of $51.12.

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.