Everest Financial Group LLC Purchases Shares of 9,484 Dimensional US Marketwide Value ETF $DFUV

Everest Financial Group LLC acquired a new stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 9,484 shares of the company’s stock, valued at approximately $460,000.

Other institutional investors have also recently modified their holdings of the company. Royal Bank of Canada raised its holdings in shares of Dimensional US Marketwide Value ETF by 1.9% during the first quarter. Royal Bank of Canada now owns 102,072 shares of the company’s stock worth $4,206,000 after purchasing an additional 1,863 shares during the last quarter. AQR Capital Management LLC raised its stake in shares of Dimensional US Marketwide Value ETF by 50.9% during the 1st quarter. AQR Capital Management LLC now owns 102,100 shares of the company’s stock valued at $4,208,000 after buying an additional 34,441 shares during the last quarter. Goldman Sachs Group Inc. acquired a new position in shares of Dimensional US Marketwide Value ETF in the 1st quarter valued at about $202,000. Russell Investments Group Ltd. lifted its holdings 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 buying an additional 1,900 shares during the period. Finally, Baird Financial Group Inc. boosted its stake in shares of Dimensional US Marketwide Value ETF by 3.2% in the second quarter. Baird Financial Group Inc. now owns 29,492 shares of the company’s stock worth $1,247,000 after buying an additional 925 shares during the last quarter.

Dimensional US Marketwide Value ETF Price Performance

Dimensional US Marketwide Value ETF stock opened at $55.46 on Monday. The firm has a market cap of $15.40 billion, a price-to-earnings ratio of 15.88 and a beta of 0.89. Dimensional US Marketwide Value ETF has a 52 week low of $41.62 and a 52 week high of $55.68. The business’s 50-day moving average price is $54.39 and its 200 day moving average price is $51.37.

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.