Oath Planning LLC Invests $1.28 Million in Dimensional US Marketwide Value ETF $DFUV

Oath Planning LLC bought a new position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 27,454 shares of the company’s stock, valued at approximately $1,279,000. Dimensional US Marketwide Value ETF comprises 1.3% of Oath Planning LLC’s investment portfolio, making the stock its 18th largest position.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Wealthcare Advisory Partners LLC grew its holdings in Dimensional US Marketwide Value ETF by 0.9% during the 4th 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 holdings in 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 buying an additional 226 shares in the last quarter. Five Oceans Advisors grew its holdings in 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 buying an additional 233 shares in the last quarter. Equitable Holdings Inc. grew its holdings in Dimensional US Marketwide Value ETF by 0.5% during the 3rd quarter. Equitable Holdings Inc. now owns 46,254 shares of the company’s stock valued at $2,067,000 after buying an additional 242 shares in the last quarter. Finally, Kaufman Rossin Wealth LLC grew its holdings in Dimensional US Marketwide Value ETF by 1.0% during the 4th quarter. Kaufman Rossin Wealth LLC now owns 25,950 shares of the company’s stock valued at $1,209,000 after buying an additional 246 shares in the last quarter.

Dimensional US Marketwide Value ETF Price Performance

Shares of DFUV opened at $54.40 on Friday. Dimensional US Marketwide Value ETF has a 1 year low of $41.12 and a 1 year high of $54.72. The company has a 50 day simple moving average of $51.91 and a two-hundred day simple moving average of $49.51. The firm has a market cap of $15.13 billion, a P/E ratio of 15.88 and a beta of 0.90.

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.