Clune & Associates LTD. Has $20.36 Million Holdings in Dimensional US Marketwide Value ETF $DFUV

Clune & Associates LTD. cut its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 3.7% in the third quarter, Holdings Channel reports. The fund owned 455,670 shares of the company’s stock after selling 17,712 shares during the quarter. Dimensional US Marketwide Value ETF accounts for approximately 5.1% of Clune & Associates LTD.’s portfolio, making the stock its largest position. Clune & Associates LTD.’s holdings in Dimensional US Marketwide Value ETF were worth $20,364,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Ieq Capital LLC lifted its position in shares of Dimensional US Marketwide Value ETF by 12.9% in the 1st quarter. Ieq Capital LLC now owns 32,168 shares of the company’s stock worth $1,326,000 after purchasing an additional 3,670 shares during the period. MAI Capital Management increased its holdings in Dimensional US Marketwide Value ETF by 0.3% during the first quarter. MAI Capital Management now owns 246,911 shares of the company’s stock valued at $10,175,000 after buying an additional 791 shares during the period. Trace Wealth Advisors LLC raised its stake in Dimensional US Marketwide Value ETF by 1.7% in the first quarter. Trace Wealth Advisors LLC now owns 100,674 shares of the company’s stock worth $4,149,000 after buying an additional 1,682 shares in the last quarter. Betterment LLC lifted its holdings in Dimensional US Marketwide Value ETF by 4.2% during the first quarter. Betterment LLC now owns 9,097 shares of the company’s stock worth $375,000 after buying an additional 369 shares during the period. Finally, Royal Bank of Canada lifted its holdings in Dimensional US Marketwide Value ETF by 1.9% during the first quarter. Royal Bank of Canada now owns 102,072 shares of the company’s stock worth $4,206,000 after buying an additional 1,863 shares during the period.

Dimensional US Marketwide Value ETF Trading Up 0.0%

Shares of NYSEARCA:DFUV opened at $47.11 on Friday. Dimensional US Marketwide Value ETF has a 12-month low of $35.38 and a 12-month high of $47.29. The business’s fifty day simple moving average is $45.52 and its 200-day simple moving average is $44.15. The company has a market capitalization of $12.95 billion, a PE ratio of 15.88 and a beta of 0.96.

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.