Delap Wealth Advisory LLC Raises Stock Holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Delap Wealth Advisory LLC grew its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 100.0% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 35,328 shares of the company’s stock after buying an additional 17,664 shares during the quarter. Dimensional US Marketwide Value ETF accounts for 0.6% of Delap Wealth Advisory LLC’s investment portfolio, making the stock its 25th largest position. Delap Wealth Advisory LLC’s holdings in Dimensional US Marketwide Value ETF were worth $1,387,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in DFUV. S.A. Mason LLC acquired a new position in shares of Dimensional US Marketwide Value ETF during the 1st quarter worth about $25,000. City State Bank acquired a new position in shares of Dimensional US Marketwide Value ETF during the second quarter valued at approximately $29,000. Able Wealth Management LLC acquired a new position in shares of Dimensional US Marketwide Value ETF during the fourth quarter valued at approximately $30,000. Thurston Springer Miller Herd & Titak Inc. purchased a new position in shares of Dimensional US Marketwide Value ETF in the second quarter valued at approximately $37,000. Finally, Ridgewood Investments LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the second quarter worth approximately $42,000.

Dimensional US Marketwide Value ETF Stock Performance

Shares of DFUV opened at $41.28 on Friday. The stock has a 50 day moving average price of $40.51 and a 200 day moving average price of $39.90. Dimensional US Marketwide Value ETF has a one year low of $31.76 and a one year high of $41.76. The stock has a market capitalization of $10.81 billion, a price-to-earnings ratio of 13.63 and a beta of 0.85.

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.