Beaird Harris Wealth Management LLC Has $59.12 Million Stock Position in Dimensional US Marketwide Value ETF $DFUV

Beaird Harris Wealth Management LLC trimmed its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 0.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,269,014 shares of the company’s stock after selling 11,558 shares during the period. Dimensional US Marketwide Value ETF comprises about 4.1% of Beaird Harris Wealth Management LLC’s investment portfolio, making the stock its 7th biggest position. Beaird Harris Wealth Management LLC owned about 0.46% of Dimensional US Marketwide Value ETF worth $59,123,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. Clune & Associates LTD. lifted its position in shares of Dimensional US Marketwide Value ETF by 18.5% in the 4th quarter. Clune & Associates LTD. now owns 540,018 shares of the company’s stock worth $25,159,000 after acquiring an additional 84,348 shares during the period. Capital Investment Advisory Services LLC grew its holdings in shares of Dimensional US Marketwide Value ETF by 86.5% during the 4th quarter. Capital Investment Advisory Services LLC now owns 53,267 shares of the company’s stock worth $2,482,000 after purchasing an additional 24,708 shares in the last quarter. Diversify Advisory Services LLC bought a new stake in shares of Dimensional US Marketwide Value ETF during the fourth quarter valued at approximately $1,218,000. Disciplined Equity Management Inc. increased its position in shares of Dimensional US Marketwide Value ETF by 3.8% during the fourth quarter. Disciplined Equity Management Inc. now owns 802,309 shares of the company’s stock valued at $37,380,000 after purchasing an additional 29,547 shares during the period. Finally, Frankly Finances LLC acquired a new position in shares of Dimensional US Marketwide Value ETF in the fourth quarter valued at $2,413,000.

Dimensional US Marketwide Value ETF Trading Up 0.5%

Shares of NYSEARCA DFUV opened at $54.62 on Friday. The firm has a market capitalization of $15.20 billion, a price-to-earnings ratio of 15.88 and a beta of 0.90. Dimensional US Marketwide Value ETF has a one year low of $41.18 and a one year high of $55.47. The business has a fifty day simple moving average of $52.51 and a 200 day simple moving average of $49.84.

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.