Dimensional US Marketwide Value ETF $DFUV Shares Sold by Cherry Tree Wealth Management LLC

Cherry Tree Wealth Management LLC cut its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 8.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 130,859 shares of the company’s stock after selling 11,824 shares during the quarter. Dimensional US Marketwide Value ETF comprises 1.3% of Cherry Tree Wealth Management LLC’s portfolio, making the stock its 24th biggest position. Cherry Tree Wealth Management LLC’s holdings in Dimensional US Marketwide Value ETF were worth $6,097,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in DFUV. Rothschild Investment LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the fourth quarter valued at about $27,000. VSM Wealth Advisory LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the fourth quarter valued at about $47,000. Ares Financial Consulting LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the fourth quarter valued at about $126,000. Russell Investments Group Ltd. grew its stake in shares of Dimensional US Marketwide Value ETF by 117.3% in the second quarter. Russell Investments Group Ltd. now owns 3,520 shares of the company’s stock valued at $149,000 after buying an additional 1,900 shares in the last quarter. Finally, Abound Wealth Management grew its stake in shares of Dimensional US Marketwide Value ETF by 33.4% in the fourth quarter. Abound Wealth Management now owns 3,311 shares of the company’s stock valued at $154,000 after buying an additional 829 shares in the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

DFUV stock opened at $53.66 on Friday. Dimensional US Marketwide Value ETF has a 1 year low of $40.17 and a 1 year high of $53.83. The firm has a market cap of $14.93 billion, a P/E ratio of 15.88 and a beta of 0.91. The stock has a 50-day simple moving average of $50.86 and a 200-day simple moving average of $48.89.

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.