Heritage Investment Group Inc. Has $41.11 Million Stock Holdings in Dimensional US Marketwide Value ETF $DFUV

Heritage Investment Group Inc. reduced its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 919,965 shares of the company’s stock after selling 16,390 shares during the period. Dimensional US Marketwide Value ETF accounts for about 6.6% of Heritage Investment Group Inc.’s portfolio, making the stock its 5th largest holding. Heritage Investment Group Inc. owned about 0.33% of Dimensional US Marketwide Value ETF worth $41,113,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Mustard Seed Financial LLC raised its holdings in Dimensional US Marketwide Value ETF by 1.0% during the third quarter. Mustard Seed Financial LLC now owns 22,445 shares of the company’s stock worth $1,003,000 after acquiring an additional 226 shares in the last quarter. Warwick Investment Management Inc. increased its position in shares of Dimensional US Marketwide Value ETF by 0.4% during the 3rd quarter. Warwick Investment Management Inc. now owns 51,542 shares of the company’s stock worth $2,303,000 after purchasing an additional 228 shares during the last quarter. Valeo Financial Advisors LLC raised its stake in shares of Dimensional US Marketwide Value ETF by 1.1% during the 2nd quarter. Valeo Financial Advisors LLC now owns 28,572 shares of the company’s stock worth $1,208,000 after purchasing an additional 311 shares in the last quarter. Atria Wealth Solutions Inc. boosted its holdings in shares of Dimensional US Marketwide Value ETF by 1.7% in the 2nd quarter. Atria Wealth Solutions Inc. now owns 19,048 shares of the company’s stock valued at $807,000 after buying an additional 323 shares during the last quarter. Finally, Robertson Stephens Wealth Management LLC boosted its holdings in shares of Dimensional US Marketwide Value ETF by 0.6% in the 2nd quarter. Robertson Stephens Wealth Management LLC now owns 64,652 shares of the company’s stock valued at $2,733,000 after buying an additional 363 shares during the last quarter.

Dimensional US Marketwide Value ETF Trading Down 0.8%

Shares of DFUV opened at $48.61 on Friday. The company’s fifty day simple moving average is $46.74 and its 200 day simple moving average is $44.97. Dimensional US Marketwide Value ETF has a 1-year low of $35.38 and a 1-year high of $49.22. The company has a market cap of $13.40 billion, a price-to-earnings ratio of 15.88 and a beta of 0.96.

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.