Dimensional US Marketwide Value ETF $DFUV Shares Sold by Planning Center Inc.

Planning Center Inc. trimmed its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 6.2% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 711,348 shares of the company’s stock after selling 46,786 shares during the quarter. Dimensional US Marketwide Value ETF comprises 3.5% of Planning Center Inc.’s portfolio, making the stock its 10th biggest holding. Planning Center Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $34,472,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in DFUV. Royal Bank of Canada increased its position in Dimensional US Marketwide Value ETF by 1.9% in the 1st quarter. Royal Bank of Canada now owns 102,072 shares of the company’s stock valued at $4,206,000 after acquiring an additional 1,863 shares in the last quarter. AQR Capital Management LLC lifted its position in shares of Dimensional US Marketwide Value ETF by 50.9% during the first quarter. AQR Capital Management LLC now owns 102,100 shares of the company’s stock worth $4,208,000 after purchasing an additional 34,441 shares in the last quarter. Goldman Sachs Group Inc. acquired a new position in shares of Dimensional US Marketwide Value ETF during the first quarter worth approximately $202,000. Russell Investments Group Ltd. grew its stake in shares of Dimensional US Marketwide Value ETF by 117.3% during the second quarter. Russell Investments Group Ltd. now owns 3,520 shares of the company’s stock valued at $149,000 after purchasing an additional 1,900 shares during the last quarter. Finally, Baird Financial Group Inc. grew its stake in shares of Dimensional US Marketwide Value ETF by 3.2% during the second quarter. Baird Financial Group Inc. now owns 29,492 shares of the company’s stock valued at $1,247,000 after purchasing an additional 925 shares during the last quarter.

Dimensional US Marketwide Value ETF Price Performance

Shares of Dimensional US Marketwide Value ETF stock opened at $54.85 on Monday. The firm has a 50 day simple moving average of $53.48 and a 200 day simple moving average of $50.51. Dimensional US Marketwide Value ETF has a fifty-two week low of $41.62 and a fifty-two week high of $55.65. The firm has a market cap of $15.25 billion, a P/E ratio of 15.88 and a beta of 0.89.

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.