Dimensional US Marketwide Value ETF $DFUV Shares Sold by Jackson Thornton Wealth Management LLC

Jackson Thornton Wealth Management LLC lessened its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.0% during the first quarter, HoldingsChannel reports. The institutional investor owned 1,674,054 shares of the company’s stock after selling 16,466 shares during the quarter. Dimensional US Marketwide Value ETF accounts for about 7.4% of Jackson Thornton Wealth Management LLC’s holdings, making the stock its 4th biggest position. Jackson Thornton Wealth Management LLC’s holdings in Dimensional US Marketwide Value ETF were worth $83,602,000 at the end of the most recent reporting period.

Several other institutional investors also recently added to or reduced their stakes in the company. Rothschild Investment LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the fourth quarter valued at approximately $27,000. Turtle Creek Wealth Advisors LLC purchased a new stake in Dimensional US Marketwide Value ETF in the 1st quarter valued at $33,000. VSM Wealth Advisory LLC acquired a new stake in Dimensional US Marketwide Value ETF during the 4th quarter worth $47,000. Arax Advisory Partners acquired a new stake in Dimensional US Marketwide Value ETF during the 4th quarter worth $53,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new position in Dimensional US Marketwide Value ETF during the 4th quarter worth $64,000.

Dimensional US Marketwide Value ETF Stock Performance

NYSEARCA DFUV opened at $54.91 on Wednesday. The firm’s fifty day moving average is $53.63 and its two-hundred day moving average is $50.63. Dimensional US Marketwide Value ETF has a one year low of $41.62 and a one year high of $55.65. The firm has a market cap of $15.27 billion, a PE ratio of 15.88 and a beta of 0.89.

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.