Joel Isaacson & Co. LLC Buys New Holdings in Dimensional US Marketwide Value ETF $DFUV

Joel Isaacson & Co. LLC bought a new position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund bought 99,486 shares of the company’s stock, valued at approximately $5,472,000.

A number of other institutional investors have also made changes to their positions in the business. Modera Wealth Management LLC bought a new stake in Dimensional US Marketwide Value ETF in the 3rd quarter valued at $123,016,000. Evanson Financial LLC acquired a new stake in Dimensional US Marketwide Value ETF during the 2nd quarter valued at $72,471,000. Apella Capital LLC lifted its holdings in Dimensional US Marketwide Value ETF by 0.3% during the 3rd quarter. Apella Capital LLC now owns 1,072,946 shares of the company’s stock valued at $59,495,000 after purchasing an additional 2,871 shares during the last quarter. Monograph Wealth Advisors LLC boosted its position in Dimensional US Marketwide Value ETF by 4.8% during the first quarter. Monograph Wealth Advisors LLC now owns 1,014,868 shares of the company’s stock worth $49,181,000 after purchasing an additional 46,425 shares during the period. Finally, Triune Financial Partners LLC boosted its position in Dimensional US Marketwide Value ETF by 0.7% during the third quarter. Triune Financial Partners LLC now owns 988,686 shares of the company’s stock worth $54,378,000 after purchasing an additional 6,747 shares during the period.

Dimensional US Marketwide Value ETF Price Performance

DFUV stock opened at $57.18 on Thursday. 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 $15.76 billion, a price-to-earnings ratio of 18.03 and a beta of 0.90. The company has a fifty day moving average price of $56.31 and a two-hundred day moving average price of $53.53.

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.