Grunden Financial Advisory Inc. Increases Position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Grunden Financial Advisory Inc. boosted its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 403,664 shares of the company’s stock after purchasing an additional 5,574 shares during the quarter. Dimensional US Marketwide Value ETF makes up approximately 8.3% of Grunden Financial Advisory Inc.’s holdings, making the stock its 5th largest position. Grunden Financial Advisory Inc. owned approximately 0.15% of Dimensional US Marketwide Value ETF worth $16,829,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. LRI Investments LLC acquired a new position in shares of Dimensional US Marketwide Value ETF during the first quarter worth approximately $353,000. Disciplined Equity Management Inc. increased its holdings in shares of 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 purchasing an additional 29,553 shares during the period. Delap Wealth Advisory LLC raised its stake in shares of Dimensional US Marketwide Value ETF by 100.0% during the second quarter. Delap Wealth Advisory LLC now owns 35,328 shares of the company’s stock valued at $1,387,000 after purchasing an additional 17,664 shares in the last quarter. EP Wealth Advisors LLC lifted its holdings in 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 purchasing an additional 1,850 shares during the period. Finally, Quad Cities Investment Group LLC lifted its holdings in 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 purchasing an additional 547 shares during the period.

Dimensional US Marketwide Value ETF Stock Down 0.1 %

Dimensional US Marketwide Value ETF stock traded down $0.03 during trading hours on Thursday, hitting $41.82. 41,266 shares of the company traded hands, compared to its average volume of 306,773. Dimensional US Marketwide Value ETF has a 1-year low of $31.76 and a 1-year high of $41.91. The firm has a market cap of $10.95 billion, a P/E ratio of 13.63 and a beta of 0.85. The firm’s 50-day simple moving average is $40.69 and its two-hundred day simple moving average is $40.09.

Dimensional US Marketwide Value ETF Company 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.