Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) Stock Holdings Raised by Heritage Wealth Management Inc. Texas

Heritage Wealth Management Inc. Texas grew its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 8.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 715,493 shares of the company’s stock after purchasing an additional 56,189 shares during the period. Dimensional US Marketwide Value ETF comprises about 17.2% of Heritage Wealth Management Inc. Texas’ holdings, making the stock its 2nd largest holding. Heritage Wealth Management Inc. Texas owned approximately 0.27% of Dimensional US Marketwide Value ETF worth $29,278,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of DFUV. Creative Planning lifted its position in Dimensional US Marketwide Value ETF by 34.4% in the 2nd quarter. Creative Planning now owns 5,607,380 shares of the company’s stock worth $220,202,000 after buying an additional 1,433,941 shares during the last quarter. Triune Financial Partners LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF in the 3rd quarter valued at $37,645,000. ShankerValleau Wealth Advisors Inc. grew its holdings in shares of Dimensional US Marketwide Value ETF by 88.4% during the 3rd quarter. ShankerValleau Wealth Advisors Inc. now owns 554,360 shares of the company’s stock valued at $23,111,000 after purchasing an additional 260,155 shares during the last quarter. Farther Finance Advisors LLC grew its holdings in shares of Dimensional US Marketwide Value ETF by 140.8% during the 3rd quarter. Farther Finance Advisors LLC now owns 425,551 shares of the company’s stock valued at $17,741,000 after purchasing an additional 248,793 shares during the last quarter. Finally, Summit Wealth Group LLC raised its position in Dimensional US Marketwide Value ETF by 1,041.1% in the 3rd quarter. Summit Wealth Group LLC now owns 255,453 shares of the company’s stock worth $10,650,000 after purchasing an additional 233,067 shares during the period.

Dimensional US Marketwide Value ETF Stock Up 0.4 %

NYSEARCA DFUV opened at $43.03 on Friday. The firm has a market cap of $11.27 billion, a price-to-earnings ratio of 13.63 and a beta of 0.85. The company has a 50-day simple moving average of $42.36 and a two-hundred day simple moving average of $41.55. Dimensional US Marketwide Value ETF has a 12-month low of $36.96 and a 12-month high of $44.61.

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.