Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) is Advisory Services & Investments LLC’s 6th Largest Position

Advisory Services & Investments LLC reduced its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 4.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 264,440 shares of the company’s stock after selling 12,489 shares during the quarter. Dimensional US Marketwide Value ETF makes up 7.5% of Advisory Services & Investments LLC’s investment portfolio, making the stock its 6th largest position. Advisory Services & Investments LLC owned approximately 0.11% of Dimensional US Marketwide Value ETF worth $10,816,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Gradient Capital Advisors LLC boosted its stake in shares of Dimensional US Marketwide Value ETF by 0.3% during the 1st quarter. Gradient Capital Advisors LLC now owns 130,352 shares of the company’s stock worth $5,331,000 after purchasing an additional 379 shares during the last quarter. IFG Advisory LLC boosted its stake in shares of Dimensional US Marketwide Value ETF by 1.9% during the 4th quarter. IFG Advisory LLC now owns 24,209 shares of the company’s stock worth $901,000 after purchasing an additional 447 shares during the last quarter. Tortoise Investment Management LLC boosted its position in shares of Dimensional US Marketwide Value ETF by 33.6% in the fourth quarter. Tortoise Investment Management LLC now owns 2,148 shares of the company’s stock worth $81,000 after acquiring an additional 540 shares during the last quarter. Quad Cities Investment Group LLC boosted its position in shares of Dimensional US Marketwide Value ETF by 5.2% in the first quarter. Quad Cities Investment Group LLC now owns 11,002 shares of the company’s stock worth $450,000 after acquiring an additional 547 shares during the last quarter. Finally, S.A. Mason LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the first quarter worth approximately $25,000.

Dimensional US Marketwide Value ETF Stock Performance

DFUV opened at $39.27 on Monday. The company’s 50 day simple moving average is $39.52 and its 200 day simple moving average is $38.73. Dimensional US Marketwide Value ETF has a 1 year low of $31.76 and a 1 year high of $40.96. The stock has a market capitalization of $10.28 billion, a PE ratio of 13.63 and a beta of 0.85.

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.