Andrews Lucia Wealth Management LLC Lowers Stake in Dimensional US Marketwide Value ETF $DFUV

Andrews Lucia Wealth Management LLC lowered its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 14.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 259,133 shares of the company’s stock after selling 44,195 shares during the quarter. Dimensional US Marketwide Value ETF accounts for about 7.2% of Andrews Lucia Wealth Management LLC’s investment portfolio, making the stock its 3rd biggest position. Andrews Lucia Wealth Management LLC owned about 0.09% of Dimensional US Marketwide Value ETF worth $12,073,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. HHM Wealth Advisors LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the 3rd quarter valued at $46,000. ST Germain D J Co. Inc. acquired a new stake in shares of Dimensional US Marketwide Value ETF during the 3rd quarter worth about $54,000. Retirement Wealth Solutions LLC acquired a new position in shares of Dimensional US Marketwide Value ETF in the 3rd quarter worth approximately $60,000. CNB Bank bought a new stake in Dimensional US Marketwide Value ETF during the 3rd quarter worth approximately $97,000. Finally, Abound Wealth Management bought a new stake in Dimensional US Marketwide Value ETF during the 3rd quarter worth approximately $111,000.

Dimensional US Marketwide Value ETF Price Performance

DFUV stock opened at $50.21 on Thursday. The business has a fifty day moving average price of $49.43 and a 200 day moving average price of $47.33. Dimensional US Marketwide Value ETF has a fifty-two week low of $37.03 and a fifty-two week high of $51.12. The stock has a market capitalization of $13.95 billion, a price-to-earnings ratio of 15.88 and a beta of 0.93.

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.