Jackson Thornton Wealth Management LLC Lowers Stock Position in Dimensional US Marketwide Value ETF $DFUV

Jackson Thornton Wealth Management LLC trimmed its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 0.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,715,438 shares of the company’s stock after selling 5,275 shares during the quarter. Dimensional US Marketwide Value ETF makes up 8.4% of Jackson Thornton Wealth Management LLC’s holdings, making the stock its 3rd biggest position. Jackson Thornton Wealth Management LLC owned approximately 0.63% of Dimensional US Marketwide Value ETF worth $73,524,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently modified their holdings of the company. Maseco LLP purchased a new position in Dimensional US Marketwide Value ETF in the second quarter valued at approximately $87,852,000. Porter White Investment Advisors Inc. bought a new stake in shares of Dimensional US Marketwide Value ETF in the first quarter valued at $39,453,000. Elser Financial Planning Inc grew its stake in shares of Dimensional US Marketwide Value ETF by 12,942.2% during the 2nd quarter. Elser Financial Planning Inc now owns 955,604 shares of the company’s stock worth $40,422,000 after acquiring an additional 948,277 shares during the period. LRI Investments LLC increased its holdings in Dimensional US Marketwide Value ETF by 2,268.5% in the 1st quarter. LRI Investments LLC now owns 530,110 shares of the company’s stock worth $21,846,000 after acquiring an additional 507,728 shares during the last quarter. Finally, Abacus Planning Group Inc. bought a new stake in Dimensional US Marketwide Value ETF in the 2nd quarter valued at about $18,519,000.

Dimensional US Marketwide Value ETF Stock Up 1.3%

Shares of NYSEARCA:DFUV opened at $44.80 on Tuesday. The firm has a market capitalization of $12.31 billion, a PE ratio of 15.88 and a beta of 1.12. The company has a 50-day moving average price of $44.30 and a two-hundred day moving average price of $42.13. Dimensional US Marketwide Value ETF has a twelve month low of $35.38 and a twelve month high of $45.34.

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.