Disciplined Equity Management Inc. Cuts Stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Disciplined Equity Management Inc. trimmed its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 2.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 674,328 shares of the company’s stock after selling 13,814 shares during the quarter. Dimensional US Marketwide Value ETF comprises 17.9% of Disciplined Equity Management Inc.’s portfolio, making the stock its 2nd largest holding. Disciplined Equity Management Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $27,594,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in DFUV. Heritage Wealth Management Inc. Texas boosted its holdings in shares of Dimensional US Marketwide Value ETF by 8.5% in the fourth quarter. Heritage Wealth Management Inc. Texas now owns 715,493 shares of the company’s stock valued at $29,278,000 after acquiring an additional 56,189 shares in the last quarter. Janney Montgomery Scott LLC boosted its stake in Dimensional US Marketwide Value ETF by 22.6% during the fourth quarter. Janney Montgomery Scott LLC now owns 14,629 shares of the company’s stock valued at $599,000 after buying an additional 2,699 shares in the last quarter. Capstone Wealth Management LLC bought a new position in Dimensional US Marketwide Value ETF during the fourth quarter valued at about $8,129,000. UMB Bank n.a. grew its holdings in Dimensional US Marketwide Value ETF by 33.5% during the fourth quarter. UMB Bank n.a. now owns 7,299 shares of the company’s stock worth $299,000 after acquiring an additional 1,830 shares during the period. Finally, Arkadios Wealth Advisors raised its position in Dimensional US Marketwide Value ETF by 22.5% in the fourth quarter. Arkadios Wealth Advisors now owns 211,001 shares of the company’s stock worth $8,634,000 after acquiring an additional 38,761 shares in the last quarter.

Dimensional US Marketwide Value ETF Trading Up 0.4 %

NYSEARCA:DFUV opened at $43.03 on Friday. Dimensional US Marketwide Value ETF has a twelve month low of $36.96 and a twelve month high of $44.61. The firm has a market cap of $11.27 billion, a price-to-earnings ratio of 13.63 and a beta of 0.85. The company has a 50-day moving average of $42.36 and a 200-day moving average of $41.55.

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.