Dimensional US Marketwide Value ETF $DFUV is Intelligent Financial Strategies’ 10th Largest Position

Intelligent Financial Strategies cut its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 21.6% in the first quarter, HoldingsChannel.com reports. The fund owned 83,718 shares of the company’s stock after selling 23,004 shares during the period. Dimensional US Marketwide Value ETF makes up about 2.1% of Intelligent Financial Strategies’ investment portfolio, making the stock its 10th biggest position. Intelligent Financial Strategies’ holdings in Dimensional US Marketwide Value ETF were worth $4,057,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Rothschild Investment LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth about $27,000. Turtle Creek Wealth Advisors LLC purchased a new position in Dimensional US Marketwide Value ETF in the 1st quarter valued at about $33,000. VSM Wealth Advisory LLC purchased a new position in Dimensional US Marketwide Value ETF in the 4th quarter valued at about $47,000. Arax Advisory Partners acquired a new stake in Dimensional US Marketwide Value ETF in the 4th quarter worth about $53,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new stake in Dimensional US Marketwide Value ETF in the 4th quarter worth about $64,000.

Dimensional US Marketwide Value ETF Trading Down 0.3%

NYSEARCA:DFUV traded down $0.19 during trading hours on Tuesday, hitting $54.90. 42,702 shares of the stock were exchanged, compared to its average volume of 485,575. The firm’s fifty day moving average price is $53.55 and its 200 day moving average price is $50.57. Dimensional US Marketwide Value ETF has a 52-week low of $41.62 and a 52-week high of $55.65. The company has a market cap of $15.27 billion, a P/E ratio of 15.88 and a beta of 0.89.

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.