Shearwater Capital LLC Trims Stock Position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Shearwater Capital LLC decreased its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 0.4% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 145,617 shares of the company’s stock after selling 519 shares during the period. Dimensional US Marketwide Value ETF makes up approximately 4.2% of Shearwater Capital LLC’s holdings, making the stock its 5th largest holding. Shearwater Capital LLC owned approximately 0.06% of Dimensional US Marketwide Value ETF worth $6,071,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Northwest Wealth Management LLC raised its holdings in shares of Dimensional US Marketwide Value ETF by 20.1% during the 4th quarter. Northwest Wealth Management LLC now owns 82,122 shares of the company’s stock valued at $3,057,000 after buying an additional 13,737 shares in the last quarter. LRI Investments LLC bought a new position in shares of Dimensional US Marketwide Value ETF during the 1st quarter valued at $353,000. Disciplined Equity Management Inc. boosted its position in Dimensional US Marketwide Value ETF by 4.5% during the first quarter. Disciplined Equity Management Inc. now owns 679,318 shares of the company’s stock valued at $27,784,000 after buying an additional 29,553 shares during the period. Delap Wealth Advisory LLC lifted its stake in shares of Dimensional US Marketwide Value ETF by 100.0% in the 2nd quarter. Delap Wealth Advisory LLC now owns 35,328 shares of the company’s stock valued at $1,387,000 after acquiring an additional 17,664 shares during the last quarter. Finally, EP Wealth Advisors LLC increased its stake in shares of Dimensional US Marketwide Value ETF by 0.7% in the fourth quarter. EP Wealth Advisors LLC now owns 264,768 shares of the company’s stock worth $9,855,000 after buying an additional 1,850 shares during the period.

Dimensional US Marketwide Value ETF Stock Up 0.4 %

Shares of DFUV stock traded up $0.18 during mid-day trading on Wednesday, reaching $41.71. 50,023 shares of the company’s stock traded hands, compared to its average volume of 307,540. Dimensional US Marketwide Value ETF has a 12 month low of $31.76 and a 12 month high of $41.86. The company’s 50-day moving average price is $40.68 and its 200-day moving average price is $40.08. The company has a market cap of $10.92 billion, a P/E 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.