Dimensional US Marketwide Value ETF $DFUV is Earned Wealth Advisors LLC’s 9th Largest Position

Earned Wealth Advisors LLC increased its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 49.5% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 797,379 shares of the company’s stock after purchasing an additional 263,848 shares during the quarter. Dimensional US Marketwide Value ETF makes up about 2.6% of Earned Wealth Advisors LLC’s investment portfolio, making the stock its 9th largest holding. Earned Wealth Advisors LLC owned about 0.29% of Dimensional US Marketwide Value ETF worth $37,150,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. HHM Wealth Advisors LLC purchased a new position in shares of Dimensional US Marketwide Value ETF in the 3rd quarter valued at approximately $46,000. CNB Bank purchased a new position in shares of Dimensional US Marketwide Value ETF in the 3rd quarter valued at approximately $97,000. Financial Consulate Inc. purchased a new position in shares of Dimensional US Marketwide Value ETF in the 3rd quarter valued at approximately $113,000. CX Institutional lifted its stake in shares of Dimensional US Marketwide Value ETF by 130.4% in the 3rd quarter. CX Institutional now owns 2,970 shares of the company’s stock valued at $133,000 after purchasing an additional 1,681 shares during the period. Finally, Russell Investments Group Ltd. lifted its stake in shares of Dimensional US Marketwide Value ETF by 117.3% in the 2nd quarter. Russell Investments Group Ltd. now owns 3,520 shares of the company’s stock valued at $149,000 after purchasing an additional 1,900 shares during the period.

Dimensional US Marketwide Value ETF Price Performance

DFUV opened at $50.93 on Monday. The stock has a market cap of $14.16 billion, a PE ratio of 15.88 and a beta of 0.93. The business has a 50 day moving average of $49.46 and a 200-day moving average of $47.43. Dimensional US Marketwide Value ETF has a 52 week low of $37.03 and a 52 week high of $51.16.

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.