Francis Financial Inc. Decreases Stock Position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Francis Financial Inc. decreased its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 10.3% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 62,272 shares of the company’s stock after selling 7,123 shares during the quarter. Dimensional US Marketwide Value ETF comprises about 0.8% of Francis Financial Inc.’s holdings, making the stock its 19th largest position. Francis Financial Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $2,547,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in DFUV. S.A. Mason LLC acquired a new stake in Dimensional US Marketwide Value ETF during the 1st quarter worth approximately $25,000. Tandem Wealth Advisors LLC purchased a new position in Dimensional US Marketwide Value ETF in the 4th quarter worth approximately $25,000. Sanctuary Wealth Management L.L.C. purchased a new position in shares of Dimensional US Marketwide Value ETF during the 4th quarter valued at approximately $25,000. Baker Avenue Asset Management LP acquired a new stake in shares of Dimensional US Marketwide Value ETF during the third quarter worth approximately $27,000. Finally, Able Wealth Management LLC bought a new stake in shares of Dimensional US Marketwide Value ETF in the fourth quarter worth $30,000.

Dimensional US Marketwide Value ETF Price Performance

NYSEARCA DFUV opened at $39.27 on Monday. The company has a market capitalization of $10.28 billion, a price-to-earnings ratio of 13.63 and a beta of 0.85. Dimensional US Marketwide Value ETF has a 12 month low of $31.76 and a 12 month high of $40.96. The company’s fifty day moving average price is $39.52 and its two-hundred day moving average price is $38.73.

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.