NerdWallet Wealth Partners LLC Acquires Shares of 15,216 Dimensional US Marketwide Value ETF $DFUV

NerdWallet Wealth Partners LLC bought a new stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 15,216 shares of the company’s stock, valued at approximately $680,000.

Several other large investors also recently modified their holdings of the stock. Assetmark Inc. increased its holdings in Dimensional US Marketwide Value ETF by 62.9% in the 2nd quarter. Assetmark Inc. now owns 5,376 shares of the company’s stock valued at $227,000 after buying an additional 2,076 shares during the period. Samalin Investment Counsel LLC raised its position in shares of Dimensional US Marketwide Value ETF by 6.3% in the 2nd quarter. Samalin Investment Counsel LLC now owns 36,595 shares of the company’s stock valued at $1,547,000 after buying an additional 2,169 shares in the last quarter. Baker Tilly Wealth Management LLC lifted its holdings in shares of Dimensional US Marketwide Value ETF by 1,209.9% during the 3rd quarter. Baker Tilly Wealth Management LLC now owns 310,665 shares of the company’s stock worth $13,884,000 after acquiring an additional 286,948 shares during the period. Disciplined Equity Management Inc. lifted its holdings in shares of Dimensional US Marketwide Value ETF by 3.5% during the 3rd quarter. Disciplined Equity Management Inc. now owns 772,762 shares of the company’s stock worth $34,535,000 after acquiring an additional 25,896 shares during the period. Finally, Cerity Partners LLC boosted its position in shares of Dimensional US Marketwide Value ETF by 8.8% during the 2nd quarter. Cerity Partners LLC now owns 2,630,826 shares of the company’s stock worth $111,231,000 after acquiring an additional 212,379 shares in the last quarter.

Dimensional US Marketwide Value ETF Price Performance

Shares of NYSEARCA:DFUV opened at $48.76 on Monday. The company’s 50 day simple moving average is $49.14 and its 200 day simple moving average is $46.47. The stock has a market capitalization of $13.44 billion, a price-to-earnings ratio of 15.88 and a beta of 0.96. Dimensional US Marketwide Value ETF has a 1 year low of $35.38 and a 1 year high of $51.12.

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.