Heritage Investment Group Inc. Sells 10,373 Shares of Dimensional US Marketwide Value ETF $DFUV

Heritage Investment Group Inc. reduced its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 936,355 shares of the company’s stock after selling 10,373 shares during the quarter. Dimensional US Marketwide Value ETF accounts for 6.8% of Heritage Investment Group Inc.’s investment portfolio, making the stock its 5th biggest holding. Heritage Investment Group Inc. owned about 0.34% of Dimensional US Marketwide Value ETF worth $39,589,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Fortitude Family Office LLC increased its stake in shares of Dimensional US Marketwide Value ETF by 31.6% in the second quarter. Fortitude Family Office LLC now owns 1,040 shares of the company’s stock worth $44,000 after acquiring an additional 250 shares during the last quarter. CX Institutional acquired a new position in shares of Dimensional US Marketwide Value ETF in the first quarter worth $53,000. Compass Wealth Management LLC acquired a new position in shares of Dimensional US Marketwide Value ETF in the first quarter worth $71,000. Asset Dedication LLC acquired a new position in shares of Dimensional US Marketwide Value ETF in the first quarter worth $71,000. Finally, Kings Path Partners LLC increased its stake in shares of Dimensional US Marketwide Value ETF by 1,996.0% in the second quarter. Kings Path Partners LLC now owns 2,117 shares of the company’s stock worth $90,000 after acquiring an additional 2,016 shares during the last quarter.

Dimensional US Marketwide Value ETF Trading Up 0.9%

NYSEARCA DFUV opened at $44.64 on Monday. Dimensional US Marketwide Value ETF has a 1-year low of $35.38 and a 1-year high of $45.02. The company has a market capitalization of $12.22 billion, a PE ratio of 15.88 and a beta of 1.12. The firm’s fifty day simple moving average is $43.72 and its 200-day simple moving average is $41.73.

Dimensional US Marketwide Value ETF 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.