Aegis Wealth Management LLC Has $6.85 Million Position in Dimensional US Marketwide Value ETF $DFUV

Aegis Wealth Management LLC reduced its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUVFree Report) by 10.3% in the fourth quarter, Holdings Channel.com reports. The fund owned 147,057 shares of the company’s stock after selling 16,895 shares during the period. Dimensional US Marketwide Value ETF makes up about 3.9% of Aegis Wealth Management LLC’s investment portfolio, making the stock its 7th largest position. Aegis Wealth Management LLC’s holdings in Dimensional US Marketwide Value ETF were worth $6,851,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. HHM Wealth Advisors LLC bought a new stake in shares of Dimensional US Marketwide Value ETF in the 3rd quarter worth $46,000. ST Germain D J Co. Inc. purchased a new position in shares of Dimensional US Marketwide Value ETF in the third quarter worth $54,000. Retirement Wealth Solutions LLC purchased a new position in shares of Dimensional US Marketwide Value ETF in the third quarter worth $60,000. CNB Bank bought a new position in shares of Dimensional US Marketwide Value ETF during the third quarter valued at $97,000. Finally, Abound Wealth Management bought a new position in shares of Dimensional US Marketwide Value ETF during the third quarter valued at $111,000.

Dimensional US Marketwide Value ETF Price Performance

Dimensional US Marketwide Value ETF stock opened at $47.77 on Friday. Dimensional US Marketwide Value ETF has a one year low of $35.38 and a one year high of $51.12. The business’s fifty day moving average is $49.32 and its 200 day moving average is $46.89. The stock has a market capitalization of $13.17 billion, a PE ratio of 15.88 and a beta of 0.96.

About Dimensional US Marketwide Value ETF

(Free Report)

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.

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Institutional Ownership by Quarter for Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

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