Integrated Wealth Concepts LLC Raises Position in Dimensional US Marketwide Value ETF $DFUV

Integrated Wealth Concepts LLC grew its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.5% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 770,681 shares of the company’s stock after purchasing an additional 11,634 shares during the period. Integrated Wealth Concepts LLC owned approximately 0.28% of Dimensional US Marketwide Value ETF worth $42,395,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Corient Private Wealth LLC raised its holdings in Dimensional US Marketwide Value ETF by 51.1% during the 4th quarter. Corient Private Wealth LLC now owns 9,951,259 shares of the company’s stock valued at $463,629,000 after buying an additional 3,365,477 shares during the period. Mercer Global Advisors Inc. ADV boosted its stake in Dimensional US Marketwide Value ETF by 4.5% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 39,863,226 shares of the company’s stock worth $1,857,237,000 after buying an additional 1,727,520 shares during the period. Evanson Financial LLC bought a new position in Dimensional US Marketwide Value ETF during the second quarter valued at $72,471,000. Focus Partners Advisor Solutions LLC increased its position in Dimensional US Marketwide Value ETF by 22.7% during the fourth quarter. Focus Partners Advisor Solutions LLC now owns 4,636,422 shares of the company’s stock valued at $216,011,000 after acquiring an additional 857,772 shares during the last quarter. Finally, Smartleaf Asset Management LLC raised its stake in shares of Dimensional US Marketwide Value ETF by 1,935.2% in the fourth quarter. Smartleaf Asset Management LLC now owns 826,929 shares of the company’s stock valued at $38,808,000 after acquiring an additional 786,297 shares during the period.

Dimensional US Marketwide Value ETF Trading Down 0.8%

Shares of DFUV opened at $57.13 on Wednesday. The company’s fifty day simple moving average is $56.22 and its 200-day simple moving average is $53.12. The company has a market cap of $15.85 billion, a P/E ratio of 15.88 and a beta of 0.89. Dimensional US Marketwide Value ETF has a twelve month low of $43.56 and a twelve month high of $57.89.

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.