Capstone Wealth Management LLC Acquires 1,063 Shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Capstone Wealth Management LLC lifted its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 0.5% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 199,729 shares of the company’s stock after purchasing an additional 1,063 shares during the quarter. Dimensional US Marketwide Value ETF comprises about 8.2% of Capstone Wealth Management LLC’s investment portfolio, making the stock its 5th biggest position. Capstone Wealth Management LLC owned about 0.07% of Dimensional US Marketwide Value ETF worth $8,231,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the business. Kiely Wealth Advisory Group Inc. raised its position in Dimensional US Marketwide Value ETF by 60.1% in the fourth quarter. Kiely Wealth Advisory Group Inc. now owns 11,150 shares of the company’s stock valued at $476,000 after purchasing an additional 4,185 shares during the period. Root Financial Partners LLC raised its position in Dimensional US Marketwide Value ETF by 31.9% in the fourth quarter. Root Financial Partners LLC now owns 1,518,933 shares of the company’s stock valued at $62,155,000 after purchasing an additional 367,566 shares during the period. Squire Investment Management Company LLC raised its position in Dimensional US Marketwide Value ETF by 6.7% in the fourth quarter. Squire Investment Management Company LLC now owns 283,675 shares of the company’s stock valued at $11,608,000 after purchasing an additional 17,701 shares during the period. Family CFO Inc raised its position in Dimensional US Marketwide Value ETF by 20.4% in the fourth quarter. Family CFO Inc now owns 46,678 shares of the company’s stock valued at $1,910,000 after purchasing an additional 7,924 shares during the period. Finally, Allworth Financial LP raised its position in Dimensional US Marketwide Value ETF by 65.2% in the fourth quarter. Allworth Financial LP now owns 741,670 shares of the company’s stock valued at $31,781,000 after purchasing an additional 292,756 shares during the period.

Dimensional US Marketwide Value ETF Price Performance

NYSEARCA:DFUV opened at $41.22 on Friday. The business’s 50-day moving average is $39.89 and its two-hundred day moving average is $41.19. Dimensional US Marketwide Value ETF has a 12 month low of $35.38 and a 12 month high of $44.61. The firm has a market capitalization of $11.59 billion, a PE 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.