Weinberger Asset Management Inc Has $3.58 Million Stock Position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Weinberger Asset Management Inc lifted its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.7% in the first quarter, Holdings Channel.com reports. The institutional investor owned 86,958 shares of the company’s stock after purchasing an additional 1,434 shares during the period. Dimensional US Marketwide Value ETF makes up about 1.5% of Weinberger Asset Management Inc’s holdings, making the stock its 19th largest holding. Weinberger Asset Management Inc’s holdings in Dimensional US Marketwide Value ETF were worth $3,584,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Atria Wealth Solutions Inc. lifted its stake in shares of Dimensional US Marketwide Value ETF by 1.4% in the fourth quarter. Atria Wealth Solutions Inc. now owns 19,266 shares of the company’s stock worth $788,000 after buying an additional 275 shares during the last quarter. Aurelius Family Office LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the fourth quarter worth $2,128,000. Bank of New York Mellon Corp lifted its stake in shares of Dimensional US Marketwide Value ETF by 1.4% in the fourth 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 last quarter. JPMorgan Chase & Co. lifted its stake in shares of Dimensional US Marketwide Value ETF by 2.9% in the fourth quarter. JPMorgan Chase & Co. now owns 234,550 shares of the company’s stock worth $9,598,000 after buying an additional 6,613 shares during the last quarter. Finally, Ariadne Wealth Management LP lifted its stake in shares of Dimensional US Marketwide Value ETF by 14.5% in the fourth quarter. Ariadne Wealth Management LP now owns 204,944 shares of the company’s stock worth $8,743,000 after buying an additional 25,986 shares during the last quarter.

Dimensional US Marketwide Value ETF Price Performance

NYSEARCA:DFUV opened at $40.55 on Friday. The stock has a market cap of $11.05 billion, a P/E ratio of 15.68 and a beta of 0.99. Dimensional US Marketwide Value ETF has a one year low of $35.38 and a one year high of $44.61. The company has a fifty day moving average price of $39.60 and a 200 day moving average price of $41.35.

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.