Dimensional US Marketwide Value ETF $DFUV Shares Sold by Intelligent Financial Strategies

Intelligent Financial Strategies cut its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 21.6% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 83,718 shares of the company’s stock after selling 23,004 shares during the period. Dimensional US Marketwide Value ETF accounts for 2.1% of Intelligent Financial Strategies’ holdings, making the stock its 10th biggest position. Intelligent Financial Strategies’ holdings in Dimensional US Marketwide Value ETF were worth $4,057,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Wealthcare Advisory Partners LLC increased its holdings in Dimensional US Marketwide Value ETF by 0.9% in the fourth quarter. Wealthcare Advisory Partners LLC now owns 24,650 shares of the company’s stock valued at $1,148,000 after buying an additional 219 shares in the last quarter. Mustard Seed Financial LLC grew its position in shares of Dimensional US Marketwide Value ETF by 1.0% during the 4th quarter. Mustard Seed Financial LLC now owns 22,671 shares of the company’s stock valued at $1,056,000 after acquiring an additional 226 shares during the period. Five Oceans Advisors grew its position in shares of Dimensional US Marketwide Value ETF by 2.9% during the 4th quarter. Five Oceans Advisors now owns 8,166 shares of the company’s stock valued at $380,000 after acquiring an additional 233 shares during the period. Equitable Holdings Inc. increased its stake in shares of Dimensional US Marketwide Value ETF by 0.5% in the 3rd quarter. Equitable Holdings Inc. now owns 46,254 shares of the company’s stock valued at $2,067,000 after purchasing an additional 242 shares in the last quarter. Finally, Kaufman Rossin Wealth LLC increased its stake in shares of Dimensional US Marketwide Value ETF by 1.0% in the 4th quarter. Kaufman Rossin Wealth LLC now owns 25,950 shares of the company’s stock valued at $1,209,000 after purchasing an additional 246 shares in the last quarter.

Dimensional US Marketwide Value ETF Price Performance

NYSEARCA DFUV traded down $0.19 during trading hours on Tuesday, reaching $54.90. The company’s stock had a trading volume of 42,702 shares, compared to its average volume of 485,575. The firm has a market capitalization of $15.27 billion, a price-to-earnings ratio of 15.88 and a beta of 0.89. The company’s 50-day moving average is $53.55 and its two-hundred day moving average is $50.57. Dimensional US Marketwide Value ETF has a 1-year low of $41.62 and a 1-year high of $55.65.

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.