Dimensional US Marketwide Value ETF $DFUV Stake Boosted by Monograph Wealth Advisors LLC

Monograph Wealth Advisors LLC lifted its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 4.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,014,868 shares of the company’s stock after acquiring an additional 46,425 shares during the quarter. Dimensional US Marketwide Value ETF makes up 4.7% of Monograph Wealth Advisors LLC’s portfolio, making the stock its 3rd biggest holding. Monograph Wealth Advisors LLC owned 0.36% of Dimensional US Marketwide Value ETF worth $49,181,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also modified their holdings of DFUV. Cetera Investment Advisers boosted its position in Dimensional US Marketwide Value ETF by 2.0% during the first quarter. Cetera Investment Advisers now owns 456,868 shares of the company’s stock valued at $22,140,000 after purchasing an additional 9,136 shares during the last quarter. Cascade Wealth Advisors Inc increased its position in Dimensional US Marketwide Value ETF by 4.0% in the 1st quarter. Cascade Wealth Advisors Inc now owns 93,113 shares of the company’s stock worth $4,877,000 after purchasing an additional 3,542 shares during the last quarter. PNC Financial Services Group Inc. increased its position in Dimensional US Marketwide Value ETF by 7.0% in the 1st quarter. PNC Financial Services Group Inc. now owns 52,714 shares of the company’s stock worth $2,555,000 after purchasing an additional 3,440 shares during the last quarter. Cassaday & Co Wealth Management LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF during the 1st quarter worth about $66,000. Finally, Earned Wealth Advisors LLC raised its stake in shares of Dimensional US Marketwide Value ETF by 0.4% during the 1st quarter. Earned Wealth Advisors LLC now owns 800,485 shares of the company’s stock worth $38,792,000 after purchasing an additional 3,106 shares in the last quarter.

Dimensional US Marketwide Value ETF Price Performance

Shares of Dimensional US Marketwide Value ETF stock opened at $55.26 on Thursday. The firm has a market cap of $15.36 billion, a price-to-earnings ratio of 15.88 and a beta of 0.89. The stock has a 50-day simple moving average of $54.27 and a 200-day simple moving average of $51.26. Dimensional US Marketwide Value ETF has a 52-week low of $41.62 and a 52-week high of $55.65.

Dimensional US Marketwide Value ETF Company 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.