Navigate Wealth Management LLC Purchases Shares of 63,383 Dimensional US Marketwide Value ETF $DFUV

Navigate Wealth Management LLC purchased a new position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) in the first quarter, according to its most recent filing with the SEC. The firm purchased 63,383 shares of the company’s stock, valued at approximately $3,225,000. Dimensional US Marketwide Value ETF accounts for 2.3% of Navigate Wealth Management LLC’s portfolio, making the stock its 13th largest holding.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Corient Private Wealth LLC grew its stake in Dimensional US Marketwide Value ETF by 51.1% during the fourth quarter. Corient Private Wealth LLC now owns 9,951,259 shares of the company’s stock worth $463,629,000 after purchasing an additional 3,365,477 shares during the period. Mercer Global Advisors Inc. ADV boosted its holdings in shares of Dimensional US Marketwide Value ETF by 5.6% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 38,135,706 shares of the company’s stock worth $1,704,285,000 after buying an additional 2,035,838 shares in the last quarter. Focus Partners Wealth grew its position 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 buying an additional 1,316,062 shares during the period. Focus Partners Advisor Solutions LLC increased its stake in shares of Dimensional US Marketwide Value ETF by 22.7% in the 4th quarter. Focus Partners Advisor Solutions LLC now owns 4,636,422 shares of the company’s stock valued at $216,011,000 after acquiring an additional 857,772 shares in the last quarter. Finally, Guardian Wealth Management LLC bought a new stake in shares of Dimensional US Marketwide Value ETF in the 4th quarter valued at $39,840,000.

Dimensional US Marketwide Value ETF Price Performance

Dimensional US Marketwide Value ETF stock opened at $55.02 on Monday. The company has a market capitalization of $15.30 billion, a PE ratio of 15.88 and a beta of 0.89. Dimensional US Marketwide Value ETF has a 12-month low of $41.62 and a 12-month high of $55.65. The firm’s fifty day moving average is $53.85 and its 200 day moving average is $50.80.

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.