Colonial Trust Co SC Has $397,000 Holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Colonial Trust Co SC trimmed its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 11.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 9,701 shares of the company’s stock after selling 1,219 shares during the period. Colonial Trust Co SC’s holdings in Dimensional US Marketwide Value ETF were worth $397,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Atria Wealth Solutions Inc. lifted its holdings in Dimensional US Marketwide Value ETF by 1.4% during the 4th quarter. Atria Wealth Solutions Inc. now owns 19,266 shares of the company’s stock valued at $788,000 after purchasing an additional 275 shares during the last quarter. Aurelius Family Office LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF during the 4th quarter worth about $2,128,000. Bank of New York Mellon Corp boosted its holdings in shares of Dimensional US Marketwide Value ETF by 1.4% during the 4th quarter. Bank of New York Mellon Corp now owns 75,111 shares of the company’s stock worth $3,074,000 after buying an additional 1,034 shares during the period. JPMorgan Chase & Co. grew its stake in Dimensional US Marketwide Value ETF by 2.9% in the 4th quarter. JPMorgan Chase & Co. now owns 234,550 shares of the company’s stock valued at $9,598,000 after buying an additional 6,613 shares during the last quarter. Finally, Ariadne Wealth Management LP raised its holdings in Dimensional US Marketwide Value ETF by 14.5% in the 4th quarter. Ariadne Wealth Management LP now owns 204,944 shares of the company’s stock valued at $8,743,000 after acquiring an additional 25,986 shares during the period.

Dimensional US Marketwide Value ETF Stock Up 0.3 %

Shares of DFUV stock opened at $39.68 on Thursday. Dimensional US Marketwide Value ETF has a 12-month low of $35.38 and a 12-month high of $44.61. The company has a market capitalization of $10.81 billion, a PE ratio of 15.17 and a beta of 0.99. The firm has a 50 day moving average price of $39.74 and a two-hundred day moving average price of $41.53.

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.