168,153 Shares in Dimensional US Marketwide Value ETF $DFUV Purchased by Belleair Asset Management LLC

Belleair Asset Management LLC bought a new position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund bought 168,153 shares of the company’s stock, valued at approximately $7,834,000. Dimensional US Marketwide Value ETF accounts for about 7.5% of Belleair Asset Management LLC’s investment portfolio, making the stock its 2nd largest position.

Other large investors have also added to or reduced their stakes in the company. HHM Wealth Advisors LLC bought a new stake in Dimensional US Marketwide Value ETF in the 3rd quarter worth approximately $46,000. CNB Bank bought a new stake in Dimensional US Marketwide Value ETF in the 3rd quarter worth approximately $97,000. Financial Consulate Inc. bought a new stake in Dimensional US Marketwide Value ETF in the 3rd quarter worth approximately $113,000. Ares Financial Consulting LLC bought a new stake in Dimensional US Marketwide Value ETF in the 4th quarter worth approximately $126,000. Finally, CX Institutional grew its position in Dimensional US Marketwide Value ETF by 130.4% in the 3rd quarter. CX Institutional now owns 2,970 shares of the company’s stock worth $133,000 after purchasing an additional 1,681 shares during the period.

Dimensional US Marketwide Value ETF Trading Up 1.3%

NYSEARCA:DFUV opened at $51.86 on Friday. Dimensional US Marketwide Value ETF has a 12 month low of $39.19 and a 12 month high of $51.91. The company has a market cap of $14.42 billion, a PE ratio of 15.88 and a beta of 0.93. The company has a 50 day simple moving average of $49.60 and a two-hundred day simple moving average of $47.80.

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.