Dimensional US Marketwide Value ETF $DFUV Stock Sold by Willow Creek Wealth Management Inc.

Willow Creek Wealth Management Inc. trimmed its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 2.0% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,017,695 shares of the company’s stock after selling 20,703 shares during the period. Dimensional US Marketwide Value ETF accounts for about 3.7% of Willow Creek Wealth Management Inc.’s holdings, making the stock its 6th biggest holding. Willow Creek Wealth Management Inc. owned 0.37% of Dimensional US Marketwide Value ETF worth $55,973,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of DFUV. Integrated Wealth Concepts LLC raised its holdings in Dimensional US Marketwide Value ETF by 1.5% in the 2nd quarter. Integrated Wealth Concepts LLC now owns 770,681 shares of the company’s stock valued at $42,395,000 after acquiring an additional 11,634 shares during the last quarter. Summit Wealth Group LLC boosted its holdings in shares of Dimensional US Marketwide Value ETF by 3.4% during the 1st quarter. Summit Wealth Group LLC now owns 311,177 shares of the company’s stock worth $15,080,000 after purchasing an additional 10,350 shares during the last quarter. Money Concepts Capital Corp purchased a new stake in shares of Dimensional US Marketwide Value ETF in the first quarter valued at approximately $650,000. Fischer Investment Strategies LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF in the first quarter valued at approximately $20,716,000. Finally, Everest Financial Group LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF in the first quarter valued at approximately $460,000.

Dimensional US Marketwide Value ETF Stock Performance

NYSEARCA:DFUV opened at $56.70 on Wednesday. Dimensional US Marketwide Value ETF has a one year low of $43.65 and a one year high of $57.89. The stock has a market cap of $15.58 billion, a PE ratio of 15.88 and a beta of 0.90. The stock has a 50 day moving average price of $56.44 and a 200 day moving average price of $53.08.

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.