EverSource Wealth Advisors LLC Grows Position in Dimensional US Marketwide Value ETF $DFUV

EverSource Wealth Advisors LLC boosted its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 5.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 180,368 shares of the company’s stock after purchasing an additional 9,683 shares during the period. EverSource Wealth Advisors LLC owned about 0.07% of Dimensional US Marketwide Value ETF worth $8,403,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the stock. Wealthcare Advisory Partners LLC lifted its position in Dimensional US Marketwide Value ETF by 0.9% during the fourth quarter. Wealthcare Advisory Partners LLC now owns 24,650 shares of the company’s stock valued at $1,148,000 after purchasing an additional 219 shares in the last quarter. Mustard Seed Financial LLC lifted its position in Dimensional US Marketwide Value ETF by 1.0% during the fourth quarter. Mustard Seed Financial LLC now owns 22,671 shares of the company’s stock valued at $1,056,000 after purchasing an additional 226 shares in the last quarter. IFG Advisors LLC lifted its position in Dimensional US Marketwide Value ETF by 0.6% during the third quarter. IFG Advisors LLC now owns 41,408 shares of the company’s stock valued at $1,851,000 after purchasing an additional 227 shares in the last quarter. TAGStone Capital Inc. lifted its position in Dimensional US Marketwide Value ETF by 0.4% during the third quarter. TAGStone Capital Inc. now owns 51,545 shares of the company’s stock valued at $2,304,000 after purchasing an additional 228 shares in the last quarter. Finally, Five Oceans Advisors lifted its position in Dimensional US Marketwide Value ETF by 2.9% during the fourth quarter. Five Oceans Advisors now owns 8,166 shares of the company’s stock valued at $380,000 after purchasing an additional 233 shares in the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

NYSEARCA DFUV opened at $53.12 on Friday. The company has a market capitalization of $14.78 billion, a PE ratio of 15.88 and a beta of 0.91. The business’s fifty day moving average is $50.33 and its 200 day moving average is $48.58. Dimensional US Marketwide Value ETF has a fifty-two week low of $39.87 and a fifty-two week high of $53.30.

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.