Tobias Financial Advisors Inc. decreased its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 0.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 210,155 shares of the company’s stock after selling 1,493 shares during the period. Dimensional US Marketwide Value ETF comprises about 1.5% of Tobias Financial Advisors Inc.’s investment portfolio, making the stock its 17th biggest holding. Tobias Financial Advisors Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $8,885,000 at the end of the most recent quarter.
Several other hedge funds have also recently modified their holdings of DFUV. Fortitude Family Office LLC increased its holdings in Dimensional US Marketwide Value ETF by 31.6% in the 2nd quarter. Fortitude Family Office LLC now owns 1,040 shares of the company’s stock worth $44,000 after buying an additional 250 shares in the last quarter. Ameritas Advisory Services LLC bought a new stake in Dimensional US Marketwide Value ETF in the 2nd quarter worth approximately $85,000. Kings Path Partners LLC raised its stake in Dimensional US Marketwide Value ETF by 1,996.0% during the 2nd quarter. Kings Path Partners LLC now owns 2,117 shares of the company’s stock valued at $90,000 after buying an additional 2,016 shares during the last quarter. Hilltop National Bank bought a new position in shares of Dimensional US Marketwide Value ETF during the 2nd quarter valued at $106,000. Finally, Assetmark Inc. boosted its position in Dimensional US Marketwide Value ETF by 215.8% in the first quarter. Assetmark Inc. now owns 3,300 shares of the company’s stock worth $136,000 after purchasing an additional 2,255 shares during the last quarter.
Dimensional US Marketwide Value ETF Trading Up 0.7%
Shares of NYSEARCA DFUV opened at $45.91 on Friday. Dimensional US Marketwide Value ETF has a 12-month low of $35.38 and a 12-month high of $45.97. The firm has a 50 day moving average of $44.74 and a 200 day moving average of $43.36. The firm has a market capitalization of $12.62 billion, a price-to-earnings ratio of 15.88 and a beta of 0.96.
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.
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