Dimensional US Marketwide Value ETF $DFUV is Disciplined Equity Management Inc.’s 2nd Largest Position

Disciplined Equity Management Inc. increased its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 3.8% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 802,309 shares of the company’s stock after buying an additional 29,547 shares during the quarter. Dimensional US Marketwide Value ETF accounts for about 19.4% of Disciplined Equity Management Inc.’s holdings, making the stock its 2nd biggest position. Disciplined Equity Management Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $37,380,000 at the end of the most recent reporting period.

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

Dimensional US Marketwide Value ETF Stock Down 1.1%

Shares of DFUV opened at $47.77 on Friday. The company has a 50-day simple moving average of $49.32 and a 200-day simple moving average of $46.89. The company has a market capitalization of $13.17 billion, a PE ratio of 15.88 and a beta of 0.96. Dimensional US Marketwide Value ETF has a 52-week low of $35.38 and a 52-week high of $51.12.

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.