Root Financial Partners LLC Increases Position in Dimensional US Marketwide Value ETF $DFUV

Root Financial Partners LLC lifted its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 5.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,005,619 shares of the company’s stock after buying an additional 51,447 shares during the quarter. Dimensional US Marketwide Value ETF comprises 2.8% of Root Financial Partners LLC’s portfolio, making the stock its 9th largest position. Root Financial Partners LLC owned approximately 0.37% of Dimensional US Marketwide Value ETF worth $44,941,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Maseco LLP bought a new stake in Dimensional US Marketwide Value ETF during the 2nd quarter valued at approximately $87,852,000. Envestnet Asset Management Inc. lifted its stake in shares of Dimensional US Marketwide Value ETF by 4.2% in the 2nd quarter. Envestnet Asset Management Inc. now owns 31,752,400 shares of the company’s stock valued at $1,342,491,000 after purchasing an additional 1,277,162 shares during the period. Elser Financial Planning Inc lifted its stake in shares of Dimensional US Marketwide Value ETF by 12,942.2% in the 2nd quarter. Elser Financial Planning Inc now owns 955,604 shares of the company’s stock valued at $40,422,000 after purchasing an additional 948,277 shares during the period. Index Fund Advisors Inc. boosted its position in shares of Dimensional US Marketwide Value ETF by 10.6% during the third quarter. Index Fund Advisors Inc. now owns 5,827,280 shares of the company’s stock valued at $260,421,000 after purchasing an additional 560,081 shares in the last quarter. Finally, Abacus Planning Group Inc. purchased a new stake in Dimensional US Marketwide Value ETF in the second quarter worth $18,519,000.

Dimensional US Marketwide Value ETF Trading Down 0.2%

DFUV opened at $48.51 on Tuesday. The company has a market cap of $13.34 billion, a price-to-earnings ratio of 15.88 and a beta of 0.96. The stock has a fifty day simple moving average of $46.48 and a two-hundred day simple moving average of $44.83. Dimensional US Marketwide Value ETF has a 12-month low of $35.38 and a 12-month high of $48.75.

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.