Corient Private Wealth LLC Boosts Stake in Dimensional US Marketwide Value ETF $DFUV

Corient Private Wealth LLC grew its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 51.1% in the 4th quarter, HoldingsChannel.com reports. The fund owned 9,951,259 shares of the company’s stock after acquiring an additional 3,365,477 shares during the period. Dimensional US Marketwide Value ETF comprises about 0.5% of Corient Private Wealth LLC’s holdings, making the stock its 26th largest position. Corient Private Wealth LLC’s holdings in Dimensional US Marketwide Value ETF were worth $463,629,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. Mercer Global Advisors Inc. ADV lifted its stake in shares of Dimensional US Marketwide Value ETF by 5.6% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 38,135,706 shares of the company’s stock valued at $1,704,285,000 after purchasing an additional 2,035,838 shares in the last quarter. Focus Partners Wealth grew its holdings in shares of Dimensional US Marketwide Value ETF by 9.8% during the 3rd quarter. Focus Partners Wealth now owns 14,681,894 shares of the company’s stock worth $656,329,000 after purchasing an additional 1,316,062 shares during the period. Focus Partners Advisor Solutions LLC increased its position in Dimensional US Marketwide Value ETF by 22.7% during the 4th quarter. Focus Partners Advisor Solutions LLC now owns 4,636,422 shares of the company’s stock worth $216,011,000 after purchasing an additional 857,772 shares in the last quarter. Guardian Wealth Management LLC acquired a new stake in Dimensional US Marketwide Value ETF during the 4th quarter worth approximately $39,840,000. Finally, Smartleaf Asset Management LLC increased its position in Dimensional US Marketwide Value ETF by 1,935.2% during the 4th quarter. Smartleaf Asset Management LLC now owns 826,929 shares of the company’s stock worth $38,808,000 after purchasing an additional 786,297 shares in the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

NYSEARCA DFUV opened at $54.62 on Friday. The firm has a market capitalization of $15.20 billion, a price-to-earnings ratio of 15.88 and a beta of 0.90. Dimensional US Marketwide Value ETF has a one year low of $41.18 and a one year high of $55.47. The company’s 50 day moving average price is $52.61 and its 200 day moving average price is $49.87.

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.