Total Wealth Planning LLC Sells 3,678 Shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Total Wealth Planning LLC lowered its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 3.0% during the 1st quarter, HoldingsChannel.com reports. The firm owned 120,268 shares of the company’s stock after selling 3,678 shares during the quarter. Dimensional US Marketwide Value ETF makes up approximately 0.8% of Total Wealth Planning LLC’s investment portfolio, making the stock its 24th largest holding. Total Wealth Planning LLC’s holdings in Dimensional US Marketwide Value ETF were worth $4,956,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Kiely Wealth Advisory Group Inc. grew its stake in Dimensional US Marketwide Value ETF by 60.1% in the 4th quarter. Kiely Wealth Advisory Group Inc. now owns 11,150 shares of the company’s stock valued at $476,000 after buying an additional 4,185 shares in the last quarter. Apollon Wealth Management LLC boosted its holdings in shares of Dimensional US Marketwide Value ETF by 16.4% in the fourth quarter. Apollon Wealth Management LLC now owns 26,554 shares of the company’s stock worth $1,087,000 after acquiring an additional 3,735 shares during the period. Stonebridge Financial Group LLC purchased a new position in shares of Dimensional US Marketwide Value ETF in the fourth quarter valued at $244,000. David Wealth Management LLC purchased a new position in shares of Dimensional US Marketwide Value ETF in the fourth quarter valued at $874,000. Finally, Wealth Advisors Northwest LLC bought a new stake in shares of Dimensional US Marketwide Value ETF during the 4th quarter valued at $3,457,000.

Dimensional US Marketwide Value ETF Stock Performance

Shares of DFUV opened at $41.49 on Thursday. Dimensional US Marketwide Value ETF has a 52-week low of $35.38 and a 52-week high of $44.61. The stock’s 50-day simple moving average is $39.69 and its 200 day simple moving average is $41.23. The stock has a market capitalization of $11.66 billion, a price-to-earnings ratio of 15.68 and a beta of 0.98.

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.