Modera Wealth Management LLC Has $105.63 Million Stock Holdings in Dimensional US Marketwide Value ETF $DFUV

Modera Wealth Management LLC trimmed its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 0.7% during the first quarter, according to its most recent 13F filing with the SEC. The fund owned 2,179,811 shares of the company’s stock after selling 14,895 shares during the period. Dimensional US Marketwide Value ETF comprises approximately 1.3% of Modera Wealth Management LLC’s holdings, making the stock its 18th largest holding. Modera Wealth Management LLC owned about 0.78% of Dimensional US Marketwide Value ETF worth $105,634,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Wealthcare Advisory Partners LLC lifted its stake in shares of Dimensional US Marketwide Value ETF by 0.9% during the fourth quarter. Wealthcare Advisory Partners LLC now owns 24,650 shares of the company’s stock valued at $1,148,000 after acquiring an additional 219 shares during the period. Mustard Seed Financial LLC increased its position in Dimensional US Marketwide Value ETF by 1.0% in the fourth quarter. Mustard Seed Financial LLC now owns 22,671 shares of the company’s stock worth $1,056,000 after purchasing an additional 226 shares during the period. Five Oceans Advisors increased its position in Dimensional US Marketwide Value ETF by 2.9% in the fourth quarter. Five Oceans Advisors now owns 8,166 shares of the company’s stock worth $380,000 after purchasing an additional 233 shares during the period. Equitable Holdings Inc. raised its holdings in Dimensional US Marketwide Value ETF by 0.5% during the 3rd quarter. Equitable Holdings Inc. now owns 46,254 shares of the company’s stock worth $2,067,000 after purchasing an additional 242 shares during the last quarter. Finally, Kaufman Rossin Wealth LLC raised its holdings in Dimensional US Marketwide Value ETF by 1.0% during the 4th quarter. Kaufman Rossin Wealth LLC now owns 25,950 shares of the company’s stock worth $1,209,000 after purchasing an additional 246 shares during the last quarter.

Dimensional US Marketwide Value ETF Trading Down 0.5%

Dimensional US Marketwide Value ETF stock opened at $54.78 on Friday. Dimensional US Marketwide Value ETF has a 1 year low of $41.62 and a 1 year high of $55.65. The company has a market cap of $15.23 billion, a PE ratio of 15.88 and a beta of 0.89. The company’s 50-day moving average is $54.13 and its two-hundred day moving average is $51.05.

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.