Legacy Financial Group Inc. Purchases 5,029 Shares of Dimensional US Marketwide Value ETF $DFUV

Legacy Financial Group Inc. increased its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.1% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 454,608 shares of the company’s stock after purchasing an additional 5,029 shares during the quarter. Dimensional US Marketwide Value ETF accounts for about 5.7% of Legacy Financial Group Inc.’s investment portfolio, making the stock its 6th largest holding. Legacy Financial Group Inc. owned approximately 0.17% of Dimensional US Marketwide Value ETF worth $19,221,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Wedbush Securities Inc. acquired a new stake in shares of Dimensional US Marketwide Value ETF in the first quarter worth $208,000. AE Wealth Management LLC increased its holdings in Dimensional US Marketwide Value ETF by 38.2% in the 1st quarter. AE Wealth Management LLC now owns 13,434 shares of the company’s stock valued at $554,000 after purchasing an additional 3,712 shares in the last quarter. Avantax Advisory Services Inc. raised its position in Dimensional US Marketwide Value ETF by 1.2% in the first quarter. Avantax Advisory Services Inc. now owns 31,809 shares of the company’s stock valued at $1,311,000 after purchasing an additional 365 shares during the period. Assetmark Inc. raised its position in Dimensional US Marketwide Value ETF by 215.8% in the first quarter. Assetmark Inc. now owns 3,300 shares of the company’s stock valued at $136,000 after purchasing an additional 2,255 shares during the period. Finally, AG Asset Advisory LLC lifted its stake in shares of Dimensional US Marketwide Value ETF by 5.7% during the first quarter. AG Asset Advisory LLC now owns 95,502 shares of the company’s stock worth $3,936,000 after purchasing an additional 5,159 shares in the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

DFUV stock opened at $44.41 on Friday. Dimensional US Marketwide Value ETF has a 1 year low of $35.38 and a 1 year high of $45.83. The firm has a market cap of $12.20 billion, a P/E ratio of 15.88 and a beta of 0.96. The stock has a 50-day simple moving average of $44.66 and a 200-day simple moving average of $43.19.

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.