AG Asset Advisory LLC Grows Stake in Dimensional US Marketwide Value ETF $DFUV

AG Asset Advisory LLC boosted its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 25.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 102,231 shares of the company’s stock after buying an additional 20,946 shares during the quarter. Dimensional US Marketwide Value ETF makes up approximately 4.1% of AG Asset Advisory LLC’s investment portfolio, making the stock its 3rd biggest holding. AG Asset Advisory LLC’s holdings in Dimensional US Marketwide Value ETF were worth $4,763,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Rothschild Investment LLC purchased a new stake in Dimensional US Marketwide Value ETF during the fourth quarter worth $27,000. VSM Wealth Advisory LLC bought a new position in shares of Dimensional US Marketwide Value ETF in the 4th quarter worth $47,000. Ares Financial Consulting LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF during the 4th quarter worth $126,000. Russell Investments Group Ltd. lifted its stake in shares of Dimensional US Marketwide Value ETF by 117.3% during the 2nd quarter. Russell Investments Group Ltd. now owns 3,520 shares of the company’s stock worth $149,000 after purchasing an additional 1,900 shares during the last quarter. Finally, Abound Wealth Management boosted its position in Dimensional US Marketwide Value ETF by 33.4% during the fourth quarter. Abound Wealth Management now owns 3,311 shares of the company’s stock valued at $154,000 after purchasing an additional 829 shares in the last quarter.

Dimensional US Marketwide Value ETF Price Performance

DFUV opened at $53.53 on Monday. The business’s 50-day moving average is $51.44 and its two-hundred day moving average is $49.24. Dimensional US Marketwide Value ETF has a 1 year low of $41.06 and a 1 year high of $54.72. The firm has a market capitalization of $14.89 billion, a PE ratio of 15.88 and a beta of 0.90.

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.