Simplicity Wealth LLC Has $9.93 Million Stake in Dimensional US Marketwide Value ETF $DFUV

Simplicity Wealth LLC increased its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 100.7% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 234,898 shares of the company’s stock after acquiring an additional 117,882 shares during the quarter. Simplicity Wealth LLC’s holdings in Dimensional US Marketwide Value ETF were worth $9,931,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. CX Institutional bought a new stake in Dimensional US Marketwide Value ETF during the first quarter worth $53,000. Fifth Third Bancorp grew its holdings in Dimensional US Marketwide Value ETF by 2.9% during the first quarter. Fifth Third Bancorp now owns 20,834 shares of the company’s stock worth $859,000 after buying an additional 584 shares in the last quarter. XY Planning Network Inc. grew its stake in Dimensional US Marketwide Value ETF by 85.3% in the 2nd quarter. XY Planning Network Inc. now owns 20,588 shares of the company’s stock valued at $870,000 after purchasing an additional 9,476 shares during the period. Advisors Capital Management LLC bought a new position in shares of Dimensional US Marketwide Value ETF during the 1st quarter worth $278,000. Finally, Janney Montgomery Scott LLC grew its stake in shares of Dimensional US Marketwide Value ETF by 25.5% during the 1st quarter. Janney Montgomery Scott LLC now owns 18,362 shares of the company’s stock worth $757,000 after acquiring an additional 3,733 shares during the period.

Dimensional US Marketwide Value ETF Stock Up 0.6%

NYSEARCA:DFUV opened at $45.02 on Friday. The business’s 50-day moving average price is $43.88 and its two-hundred day moving average price is $41.85. Dimensional US Marketwide Value ETF has a twelve month low of $35.38 and a twelve month high of $45.22. The stock has a market cap of $12.36 billion, a P/E ratio of 15.88 and a beta of 1.12.

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.