Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) Stake Boosted by Evanson Asset Management LLC

Evanson Asset Management LLC increased its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 0.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,336,680 shares of the company’s stock after acquiring an additional 1,462 shares during the quarter. Dimensional US Marketwide Value ETF makes up about 3.9% of Evanson Asset Management LLC’s investment portfolio, making the stock its 8th largest position. Evanson Asset Management LLC owned approximately 0.51% of Dimensional US Marketwide Value ETF worth $54,697,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Truvestments Capital LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF during the 3rd quarter worth $30,000. Abich Financial Wealth Management LLC purchased a new stake in Dimensional US Marketwide Value ETF during the second quarter valued at approximately $31,000. Fortitude Family Office LLC boosted its stake in Dimensional US Marketwide Value ETF by 50.8% in the fourth quarter. Fortitude Family Office LLC now owns 790 shares of the company’s stock valued at $32,000 after acquiring an additional 266 shares in the last quarter. JDM Financial Group LLC acquired a new position in shares of Dimensional US Marketwide Value ETF during the third quarter worth $50,000. Finally, American Capital Advisory LLC increased its position in shares of Dimensional US Marketwide Value ETF by 3,386.7% during the third quarter. American Capital Advisory LLC now owns 2,092 shares of the company’s stock worth $87,000 after purchasing an additional 2,032 shares in the last quarter.

Dimensional US Marketwide Value ETF Price Performance

Shares of DFUV stock opened at $42.59 on Monday. The stock’s fifty day moving average price is $42.41 and its 200 day moving average price is $41.46. Dimensional US Marketwide Value ETF has a 1-year low of $36.05 and a 1-year high of $44.61. The company has a market cap of $11.15 billion, a price-to-earnings ratio of 13.63 and a beta of 0.85.

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.