Corient Private Wealth LLC Purchases 3,360,457 Shares of Dimensional US Marketwide Value ETF $DFUV

Corient Private Wealth LLC raised its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 51.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,946,239 shares of the company’s stock after buying an additional 3,360,457 shares during the quarter. Corient Private Wealth LLC owned 3.61% of Dimensional US Marketwide Value ETF worth $463,395,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Mercer Global Advisors Inc. ADV boosted its position in shares of Dimensional US Marketwide Value ETF by 4.5% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 39,863,226 shares of the company’s stock valued at $1,857,237,000 after acquiring an additional 1,727,520 shares during the period. Focus Partners Wealth increased its position in Dimensional US Marketwide Value ETF by 0.6% during the fourth quarter. Focus Partners Wealth now owns 14,767,787 shares of the company’s stock worth $688,031,000 after acquiring an additional 85,893 shares during the period. Focus Partners Advisor Solutions LLC raised its stake in Dimensional US Marketwide Value ETF by 22.7% in the 4th quarter. Focus Partners Advisor Solutions LLC now owns 4,636,422 shares of the company’s stock worth $216,011,000 after purchasing an additional 857,772 shares in the last quarter. TCI Wealth Advisors Inc. raised its stake in Dimensional US Marketwide Value ETF by 9.2% in the 4th quarter. TCI Wealth Advisors Inc. now owns 3,319,491 shares of the company’s stock worth $154,655,000 after purchasing an additional 278,384 shares in the last quarter. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its holdings in Dimensional US Marketwide Value ETF by 6.1% in the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,058,248 shares of the company’s stock valued at $142,484,000 after purchasing an additional 176,588 shares during the period.

Dimensional US Marketwide Value ETF Stock Up 0.5%

Shares of NYSEARCA:DFUV opened at $54.62 on Friday. The company’s 50 day moving average price is $52.51 and its two-hundred day moving average price is $49.84. Dimensional US Marketwide Value ETF has a 12-month low of $41.18 and a 12-month high of $55.47. The firm has a market cap of $15.20 billion, a PE ratio of 15.88 and a beta of 0.90.

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.