Factor Wealth Management LTD Acquires 229,839 Shares of Dimensional US Marketwide Value ETF $DFUV

Factor Wealth Management LTD increased its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 32.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 948,209 shares of the company’s stock after acquiring an additional 229,839 shares during the period. Dimensional US Marketwide Value ETF comprises approximately 7.9% of Factor Wealth Management LTD’s portfolio, making the stock its biggest holding. Factor Wealth Management LTD owned about 0.34% of Dimensional US Marketwide Value ETF worth $52,161,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Rothschild Investment LLC bought a new position in Dimensional US Marketwide Value ETF in the 4th quarter valued at $27,000. Turtle Creek Wealth Advisors LLC bought a new stake in shares of Dimensional US Marketwide Value ETF during the 1st quarter worth $33,000. VSM Wealth Advisory LLC purchased a new position in shares of Dimensional US Marketwide Value ETF in the 4th quarter worth about $47,000. Arax Advisory Partners purchased a new position in shares of 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 bought a new position in Dimensional US Marketwide Value ETF during the fourth quarter valued at about $64,000.

Dimensional US Marketwide Value ETF Stock Performance

DFUV opened at $56.52 on Friday. Dimensional US Marketwide Value ETF has a fifty-two week low of $42.12 and a fifty-two week high of $56.99. The firm has a 50-day moving average of $54.91 and a 200 day moving average of $51.85. The firm has a market cap of $15.68 billion, a P/E ratio of 15.88 and a beta of 0.89.

Dimensional US Marketwide Value ETF 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.