Planning Center Inc. Has $31.69 Million Position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Planning Center Inc. reduced its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 774,476 shares of the company’s stock after selling 9,708 shares during the quarter. Dimensional US Marketwide Value ETF makes up about 4.0% of Planning Center Inc.’s portfolio, making the stock its 8th largest position. Planning Center Inc. owned 0.30% of Dimensional US Marketwide Value ETF worth $31,692,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Clarity Capital Advisors LLC lifted its stake in shares of Dimensional US Marketwide Value ETF by 0.3% in the 4th quarter. Clarity Capital Advisors LLC now owns 69,143 shares of the company’s stock valued at $2,829,000 after purchasing an additional 241 shares during the period. JDH Wealth Management LLC bought a new stake in Dimensional US Marketwide Value ETF in the fourth quarter worth approximately $8,645,000. Cathy Pareto & Associates Inc. bought a new stake in Dimensional US Marketwide Value ETF in the fourth quarter worth approximately $884,000. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its stake in Dimensional US Marketwide Value ETF by 6.5% in the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 2,635,288 shares of the company’s stock valued at $107,836,000 after buying an additional 160,394 shares during the period. Finally, Embree Financial Group boosted its holdings in shares of Dimensional US Marketwide Value ETF by 5.8% during the 4th quarter. Embree Financial Group now owns 221,450 shares of the company’s stock worth $9,062,000 after buying an additional 12,129 shares in the last quarter.

Dimensional US Marketwide Value ETF Stock Down 0.5 %

Shares of DFUV stock opened at $42.93 on Wednesday. The firm has a 50 day moving average of $42.36 and a 200-day moving average of $41.65. The company has a market cap of $11.24 billion, a price-to-earnings ratio of 13.63 and a beta of 0.85. Dimensional US Marketwide Value ETF has a 52 week low of $37.06 and a 52 week high of $44.61.

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.