Summit Wealth Group LLC Has $13.10 Million Stock Holdings in Dimensional US Marketwide Value ETF $DFUV

Summit Wealth Group LLC boosted its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 4.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 293,034 shares of the company’s stock after buying an additional 12,426 shares during the period. Dimensional US Marketwide Value ETF comprises 3.2% of Summit Wealth Group LLC’s portfolio, making the stock its 10th largest holding. Summit Wealth Group LLC owned approximately 0.11% of Dimensional US Marketwide Value ETF worth $13,096,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Fortitude Family Office LLC lifted its holdings in shares of Dimensional US Marketwide Value ETF by 31.6% during the 2nd quarter. Fortitude Family Office LLC now owns 1,040 shares of the company’s stock worth $44,000 after acquiring an additional 250 shares during the period. ST Germain D J Co. Inc. acquired a new position in Dimensional US Marketwide Value ETF in the third quarter worth about $54,000. Retirement Wealth Solutions LLC acquired a new position in Dimensional US Marketwide Value ETF in the third quarter worth about $60,000. Ameritas Advisory Services LLC bought a new position in Dimensional US Marketwide Value ETF during the second quarter worth about $85,000. Finally, Kings Path Partners LLC boosted its holdings in Dimensional US Marketwide Value ETF by 1,996.0% during the second quarter. Kings Path Partners LLC now owns 2,117 shares of the company’s stock valued at $90,000 after purchasing an additional 2,016 shares in the last quarter.

Dimensional US Marketwide Value ETF Trading Up 0.8%

DFUV stock opened at $48.08 on Friday. Dimensional US Marketwide Value ETF has a 1-year low of $35.38 and a 1-year high of $48.25. The firm has a market cap of $13.24 billion, a P/E ratio of 15.88 and a beta of 0.96. The business’s 50 day moving average is $45.95 and its 200-day moving average is $44.50.

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.