HBE Wealth Management LLC Makes New Investment in Dimensional US Marketwide Value ETF $DFUV

HBE Wealth Management LLC bought a new position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 12,964 shares of the company’s stock, valued at approximately $604,000. Dimensional US Marketwide Value ETF makes up 0.6% of HBE Wealth Management LLC’s investment portfolio, making the stock its 26th largest position.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. 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 approximately $54,000. Retirement Wealth Solutions LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF during the 3rd quarter worth approximately $60,000. CNB Bank bought a new stake in shares of Dimensional US Marketwide Value ETF during the third quarter worth approximately $97,000. Finally, Abound Wealth Management bought a new stake in shares of Dimensional US Marketwide Value ETF during the third quarter worth approximately $111,000.

Dimensional US Marketwide Value ETF Price Performance

Shares of NYSEARCA DFUV opened at $48.66 on Friday. The company’s 50 day simple moving average is $49.30 and its 200 day simple moving average is $47.03. Dimensional US Marketwide Value ETF has a fifty-two week low of $35.38 and a fifty-two week high of $51.12. The firm has a market capitalization of $13.50 billion, a P/E ratio of 15.88 and a beta of 0.96.

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.