Capstone Wealth Management LLC Takes Position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Capstone Wealth Management LLC bought a new position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 198,666 shares of the company’s stock, valued at approximately $8,129,000. Dimensional US Marketwide Value ETF comprises approximately 7.9% of Capstone Wealth Management LLC’s portfolio, making the stock its 6th biggest holding.

Other institutional investors and hedge funds have also bought and sold shares of the company. AE Wealth Management LLC increased its position in shares of Dimensional US Marketwide Value ETF by 91.2% during the 2nd quarter. AE Wealth Management LLC now owns 16,143 shares of the company’s stock valued at $634,000 after purchasing an additional 7,701 shares during the last quarter. Bank of Montreal Can raised its stake in shares of Dimensional US Marketwide Value ETF by 5.6% during the second quarter. Bank of Montreal Can now owns 34,687 shares of the company’s stock worth $1,403,000 after acquiring an additional 1,832 shares in the last quarter. Kingfisher Capital LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF in the 2nd quarter valued at $285,000. Abich Financial Wealth Management LLC bought a new position in shares of Dimensional US Marketwide Value ETF during the 2nd quarter valued at $31,000. Finally, AQR Capital Management LLC raised its position in Dimensional US Marketwide Value ETF by 31.5% in the 2nd quarter. AQR Capital Management LLC now owns 11,844 shares of the company’s stock worth $465,000 after purchasing an additional 2,837 shares during the period.

Dimensional US Marketwide Value ETF Stock Up 1.2 %

Dimensional US Marketwide Value ETF stock opened at $43.09 on Wednesday. The firm has a fifty day simple moving average of $42.38 and a two-hundred day simple moving average of $41.53. Dimensional US Marketwide Value ETF has a twelve month low of $36.83 and a twelve month high of $44.61. The company has a market capitalization of $11.28 billion, a PE ratio of 13.63 and a beta of 0.85.

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.