Dimensional US Marketwide Value ETF $DFUV Shares Sold by Shearwater Capital LLC

Shearwater Capital LLC lessened its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 7.4% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 123,241 shares of the company’s stock after selling 9,821 shares during the period. Dimensional US Marketwide Value ETF makes up approximately 3.2% of Shearwater Capital LLC’s investment portfolio, making the stock its 4th largest position. Shearwater Capital LLC’s holdings in Dimensional US Marketwide Value ETF were worth $6,779,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Clune & Associates LTD. boosted its stake in Dimensional US Marketwide Value ETF by 18.5% in the 4th quarter. Clune & Associates LTD. now owns 540,018 shares of the company’s stock valued at $25,159,000 after purchasing an additional 84,348 shares during the period. Capital Investment Advisory Services LLC increased its position in Dimensional US Marketwide Value ETF by 86.5% during the 4th quarter. Capital Investment Advisory Services LLC now owns 53,267 shares of the company’s stock worth $2,482,000 after buying an additional 24,708 shares during the period. Diversify Advisory Services LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth $1,218,000. Frankly Finances LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth $2,413,000. Finally, LJI Wealth Management LLC boosted its position in shares of Dimensional US Marketwide Value ETF by 714.3% in the fourth quarter. LJI Wealth Management LLC now owns 38,217 shares of the company’s stock valued at $1,781,000 after acquiring an additional 33,524 shares during the period.

Dimensional US Marketwide Value ETF Stock Performance

DFUV stock opened at $56.52 on Friday. The company’s 50-day simple moving average is $54.91 and its 200 day simple moving average is $51.85. Dimensional US Marketwide Value ETF has a 52 week low of $42.12 and a 52 week high of $56.99. The company has a market capitalization of $15.68 billion, a PE ratio of 15.88 and a beta of 0.89.

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.