Weinberger Asset Management Inc Increases Position in Dimensional US Marketwide Value ETF $DFUV

Weinberger Asset Management Inc lifted its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 9.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 129,457 shares of the company’s stock after purchasing an additional 10,921 shares during the period. Dimensional US Marketwide Value ETF comprises 2.2% of Weinberger Asset Management Inc’s portfolio, making the stock its 13th largest holding. Weinberger Asset Management Inc’s holdings in Dimensional US Marketwide Value ETF were worth $6,031,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Mercer Global Advisors Inc. ADV increased its stake in shares of Dimensional US Marketwide Value ETF by 5.6% in the third quarter. Mercer Global Advisors Inc. ADV now owns 38,135,706 shares of the company’s stock worth $1,704,285,000 after purchasing an additional 2,035,838 shares in the last quarter. Focus Partners Wealth increased its stake in shares of Dimensional US Marketwide Value ETF by 9.8% in the third quarter. Focus Partners Wealth now owns 14,681,894 shares of the company’s stock worth $656,329,000 after purchasing an additional 1,316,062 shares in the last quarter. TCI Wealth Advisors Inc. increased its stake in shares of Dimensional US Marketwide Value ETF by 9.2% in the fourth quarter. TCI Wealth Advisors Inc. now owns 3,319,491 shares of the company’s stock worth $154,655,000 after purchasing an additional 278,384 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake in shares of Dimensional US Marketwide Value ETF by 6.1% in the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,058,248 shares of the company’s stock worth $142,484,000 after purchasing an additional 176,588 shares in the last quarter. Finally, Raymond James Financial Inc. increased its stake in shares of Dimensional US Marketwide Value ETF by 5.3% in the third quarter. Raymond James Financial Inc. now owns 1,392,063 shares of the company’s stock worth $62,211,000 after purchasing an additional 70,319 shares in the last quarter.

Dimensional US Marketwide Value ETF Price Performance

Shares of NYSEARCA DFUV opened at $53.12 on Monday. The firm has a fifty day moving average price of $50.33 and a 200-day moving average price of $48.61. The stock has a market cap of $14.78 billion, a PE ratio of 15.88 and a beta of 0.91. Dimensional US Marketwide Value ETF has a 1 year low of $39.87 and a 1 year high of $53.30.

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.