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

Guardian Wealth Management LLC lessened its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.4% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 843,510 shares of the company’s stock after selling 11,608 shares during the quarter. Dimensional US Marketwide Value ETF comprises approximately 12.4% of Guardian Wealth Management LLC’s holdings, making the stock its largest position. Guardian Wealth Management LLC owned about 0.30% of Dimensional US Marketwide Value ETF worth $40,877,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in DFUV. Corient Private Wealth LLC lifted its holdings in Dimensional US Marketwide Value ETF by 51.1% in the 4th quarter. Corient Private Wealth LLC now owns 9,951,259 shares of the company’s stock worth $463,629,000 after purchasing an additional 3,365,477 shares during the last quarter. Mercer Global Advisors Inc. ADV grew its stake in Dimensional US Marketwide Value ETF by 5.6% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 38,135,706 shares of the company’s stock valued at $1,704,285,000 after buying an additional 2,035,838 shares during the last quarter. Focus Partners Wealth lifted its position in Dimensional US Marketwide Value ETF by 9.8% during the 3rd quarter. Focus Partners Wealth now owns 14,681,894 shares of the company’s stock worth $656,329,000 after acquiring an additional 1,316,062 shares during the last quarter. Focus Partners Advisor Solutions LLC lifted its position in Dimensional US Marketwide Value ETF by 22.7% during the 4th quarter. Focus Partners Advisor Solutions LLC now owns 4,636,422 shares of the company’s stock worth $216,011,000 after acquiring an additional 857,772 shares during the last quarter. Finally, Smartleaf Asset Management LLC grew its position in shares of Dimensional US Marketwide Value ETF by 1,935.2% in the fourth quarter. Smartleaf Asset Management LLC now owns 826,929 shares of the company’s stock valued at $38,808,000 after purchasing an additional 786,297 shares during the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

NYSEARCA DFUV opened at $55.06 on Monday. The stock has a 50-day simple moving average of $53.07 and a 200 day simple moving average of $50.22. The stock has a market capitalization of $15.32 billion, a PE ratio of 15.88 and a beta of 0.90. Dimensional US Marketwide Value ETF has a twelve month low of $41.62 and a twelve month high of $55.65.

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.