Asset Planning Corporation Has $1.23 Million Position in Dimensional US Marketwide Value ETF $DFUV

Asset Planning Corporation lessened its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 13.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 29,156 shares of the company’s stock after selling 4,541 shares during the period. Dimensional US Marketwide Value ETF accounts for 0.7% of Asset Planning Corporation’s portfolio, making the stock its 23rd largest holding. Asset Planning Corporation’s holdings in Dimensional US Marketwide Value ETF were worth $1,233,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of DFUV. Focus Partners Wealth boosted its holdings in shares of Dimensional US Marketwide Value ETF by 2.8% during the 1st quarter. Focus Partners Wealth now owns 14,874,351 shares of the company’s stock worth $612,972,000 after buying an additional 406,046 shares during the period. Northern Trust Corp lifted its position in Dimensional US Marketwide Value ETF by 2.8% during the 1st quarter. Northern Trust Corp now owns 6,136,156 shares of the company’s stock worth $252,871,000 after acquiring an additional 169,418 shares during the last quarter. Focus Partners Advisor Solutions LLC boosted its holdings in Dimensional US Marketwide Value ETF by 2.2% during the first quarter. Focus Partners Advisor Solutions LLC now owns 4,654,595 shares of the company’s stock valued at $191,816,000 after acquiring an additional 98,320 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its position in shares of Dimensional US Marketwide Value ETF by 4.8% in the first quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 2,762,034 shares of the company’s stock valued at $113,823,000 after purchasing an additional 126,746 shares during the last quarter. Finally, TCI Wealth Advisors Inc. grew its position in shares of Dimensional US Marketwide Value ETF by 10.8% in the second quarter. TCI Wealth Advisors Inc. now owns 2,741,948 shares of the company’s stock valued at $115,930,000 after purchasing an additional 266,152 shares during the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

NYSEARCA DFUV opened at $45.07 on Tuesday. The stock has a 50-day simple moving average of $43.91 and a 200 day simple moving average of $41.88. Dimensional US Marketwide Value ETF has a twelve month low of $35.38 and a twelve month high of $45.34. The stock has a market capitalization of $12.38 billion, a PE ratio of 15.88 and a beta of 1.12.

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.