Dimensional US Marketwide Value ETF $DFUV Shares Sold by Forum Financial Management LP

Forum Financial Management LP cut its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 2.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,129,229 shares of the company’s stock after selling 29,983 shares during the quarter. Dimensional US Marketwide Value ETF accounts for 0.8% of Forum Financial Management LP’s holdings, making the stock its 14th biggest position. Forum Financial Management LP owned 0.41% of Dimensional US Marketwide Value ETF worth $62,108,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also modified their holdings of DFUV. Corient Private Wealth LLC increased its stake in Dimensional US Marketwide Value ETF by 51.1% in the fourth quarter. Corient Private Wealth LLC now owns 9,951,259 shares of the company’s stock valued at $463,629,000 after purchasing an additional 3,365,477 shares in the last quarter. TCI Wealth Advisors Inc. raised its holdings in Dimensional US Marketwide Value ETF by 4.4% in the first quarter. TCI Wealth Advisors Inc. now owns 3,464,039 shares of the company’s stock worth $167,867,000 after purchasing an additional 144,548 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in Dimensional US Marketwide Value ETF by 4.5% in the first quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,194,495 shares of the company’s stock worth $154,805,000 after purchasing an additional 136,247 shares during the period. Evanson Financial LLC bought a new position in shares of Dimensional US Marketwide Value ETF during the second quarter worth $72,471,000. Finally, Apella Capital LLC boosted its position in shares of Dimensional US Marketwide Value ETF by 0.3% during the third quarter. Apella Capital LLC now owns 1,072,946 shares of the company’s stock worth $59,495,000 after purchasing an additional 2,871 shares in the last quarter.

Dimensional US Marketwide Value ETF Stock Down 0.1%

Shares of DFUV stock opened at $56.05 on Friday. Dimensional US Marketwide Value ETF has a 12-month low of $43.65 and a 12-month high of $57.89. The firm has a fifty day moving average of $56.58 and a 200-day moving average of $54.43. The firm has a market capitalization of $15.40 billion, a price-to-earnings ratio of 15.88 and a beta of 0.90.

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.