Summit Wealth Group LLC lifted its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 3.4% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 311,177 shares of the company’s stock after acquiring an additional 10,350 shares during the quarter. Dimensional US Marketwide Value ETF accounts for about 3.5% of Summit Wealth Group LLC’s investment portfolio, making the stock its 8th largest holding. Summit Wealth Group LLC’s holdings in Dimensional US Marketwide Value ETF were worth $15,080,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds also recently bought and sold shares of the business. Rothschild Investment LLC purchased a new position in Dimensional US Marketwide Value ETF in the 4th quarter valued at approximately $27,000. Turtle Creek Wealth Advisors LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF during the first quarter worth $33,000. VSM Wealth Advisory LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth $47,000. Arax Advisory Partners bought a new position in shares of Dimensional US Marketwide Value ETF in the fourth quarter worth $53,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in shares of Dimensional US Marketwide Value ETF in the fourth quarter worth $64,000.
Dimensional US Marketwide Value ETF Stock Performance
Shares of NYSEARCA DFUV opened at $55.02 on Tuesday. The stock has a market cap of $15.30 billion, a PE ratio of 15.88 and a beta of 0.89. Dimensional US Marketwide Value ETF has a fifty-two week low of $41.62 and a fifty-two week high of $55.65. The stock has a fifty day moving average of $53.91 and a 200-day moving average of $50.86.
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.
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