SB Capital Management Inc Makes New Investment in Dimensional US Marketwide Value ETF $DFUV

SB Capital Management Inc acquired a new stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 264,597 shares of the company’s stock, valued at approximately $12,328,000. Dimensional US Marketwide Value ETF accounts for 4.5% of SB Capital Management Inc’s investment portfolio, making the stock its 3rd biggest position. SB Capital Management Inc owned about 0.10% of Dimensional US Marketwide Value ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Clune & Associates LTD. grew its holdings in shares of Dimensional US Marketwide Value ETF by 18.5% during the fourth quarter. Clune & Associates LTD. now owns 540,018 shares of the company’s stock worth $25,159,000 after buying an additional 84,348 shares during the last quarter. Capital Investment Advisory Services LLC raised its stake 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 valued at $2,482,000 after acquiring an additional 24,708 shares during the last quarter. Diversify Advisory Services LLC purchased a new stake in Dimensional US Marketwide Value ETF during the 4th quarter valued at approximately $1,218,000. Disciplined Equity Management Inc. lifted its position in Dimensional US Marketwide Value ETF by 3.8% during the 4th quarter. Disciplined Equity Management Inc. now owns 802,309 shares of the company’s stock worth $37,380,000 after acquiring an additional 29,547 shares during the period. Finally, Frankly Finances LLC acquired a new stake in Dimensional US Marketwide Value ETF during the 4th quarter worth approximately $2,413,000.

Dimensional US Marketwide Value ETF Trading Up 0.5%

Shares of DFUV stock opened at $54.62 on Friday. The company has a market capitalization of $15.20 billion, a P/E ratio of 15.88 and a beta of 0.90. The business’s 50 day moving average is $52.51 and its two-hundred day moving average is $49.84. Dimensional US Marketwide Value ETF has a twelve month low of $41.18 and a twelve month high of $55.47.

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.