Root Financial Partners LLC Has $30.89 Million Holdings in Dimensional US Marketwide Value ETF $DFUV

Root Financial Partners LLC lowered its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 34.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 663,011 shares of the company’s stock after selling 342,608 shares during the period. Dimensional US Marketwide Value ETF makes up approximately 1.6% of Root Financial Partners LLC’s holdings, making the stock its 16th biggest position. Root Financial Partners LLC’s holdings in Dimensional US Marketwide Value ETF were worth $30,890,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in DFUV. Mercer Global Advisors Inc. ADV lifted its position in shares of Dimensional US Marketwide Value ETF by 5.6% in the third quarter. Mercer Global Advisors Inc. ADV now owns 38,135,706 shares of the company’s stock worth $1,704,285,000 after buying an additional 2,035,838 shares during the last quarter. Focus Partners Wealth lifted its position in shares of Dimensional US Marketwide Value ETF by 9.8% in the third quarter. Focus Partners Wealth now owns 14,681,894 shares of the company’s stock worth $656,329,000 after buying an additional 1,316,062 shares during the last quarter. Guardian Wealth Management LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the fourth quarter worth about $39,840,000. McMill Wealth Management bought a new position in shares of Dimensional US Marketwide Value ETF in the third quarter worth about $31,888,000. Finally, Richard Young Associates Ltd. bought a new position in shares of Dimensional US Marketwide Value ETF in the fourth quarter worth about $32,821,000.

Dimensional US Marketwide Value ETF Stock Performance

Dimensional US Marketwide Value ETF stock opened at $53.85 on Tuesday. The business’s 50-day simple moving average is $50.97 and its 200-day simple moving average is $48.98. The firm has a market capitalization of $14.98 billion, a PE ratio of 15.88 and a beta of 0.91. Dimensional US Marketwide Value ETF has a 52 week low of $40.17 and a 52 week high of $53.92.

About Dimensional US Marketwide Value ETF

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.