Summit Wealth Group LLC Co. Invests $809,000 in Dimensional US Marketwide Value ETF $DFUV

Summit Wealth Group LLC Co. bought a new position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) during the fourth quarter, HoldingsChannel reports. The institutional investor bought 17,369 shares of the company’s stock, valued at approximately $809,000.

A number of other institutional investors have also modified their holdings of DFUV. Wealthcare Advisory Partners LLC increased its holdings in Dimensional US Marketwide Value ETF by 0.9% during the fourth quarter. Wealthcare Advisory Partners LLC now owns 24,650 shares of the company’s stock valued at $1,148,000 after buying an additional 219 shares during the period. Mustard Seed Financial LLC increased its holdings in Dimensional US Marketwide Value ETF by 1.0% during the fourth quarter. Mustard Seed Financial LLC now owns 22,671 shares of the company’s stock valued at $1,056,000 after buying an additional 226 shares during the period. IFG Advisors LLC increased its holdings in Dimensional US Marketwide Value ETF by 0.6% during the third quarter. IFG Advisors LLC now owns 41,408 shares of the company’s stock valued at $1,851,000 after buying an additional 227 shares during the period. TAGStone Capital Inc. increased its holdings in Dimensional US Marketwide Value ETF by 0.4% during the third quarter. TAGStone Capital Inc. now owns 51,545 shares of the company’s stock valued at $2,304,000 after buying an additional 228 shares during the period. Finally, Five Oceans Advisors increased its holdings in Dimensional US Marketwide Value ETF by 2.9% during the fourth quarter. Five Oceans Advisors now owns 8,166 shares of the company’s stock valued at $380,000 after buying an additional 233 shares during the period.

Dimensional US Marketwide Value ETF Stock Down 0.0%

Shares of DFUV stock opened at $52.59 on Wednesday. The firm has a market cap of $14.63 billion, a price-to-earnings ratio of 15.88 and a beta of 0.91. The company’s 50 day moving average is $49.82 and its 200 day moving average is $48.17. Dimensional US Marketwide Value ETF has a 52-week low of $39.87 and a 52-week high of $52.74.

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.