Total Wealth Planning LLC Reduces Position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Total Wealth Planning LLC reduced its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 3.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 123,946 shares of the company’s stock after selling 4,300 shares during the period. Dimensional US Marketwide Value ETF comprises approximately 0.8% of Total Wealth Planning LLC’s holdings, making the stock its 25th biggest position. Total Wealth Planning LLC’s holdings in Dimensional US Marketwide Value ETF were worth $5,072,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also made changes to their positions in the company. Jane Street Group LLC bought a new stake in shares of Dimensional US Marketwide Value ETF during the third quarter valued at approximately $1,105,000. BWM Planning LLC purchased a new position in Dimensional US Marketwide Value ETF during the third quarter valued at approximately $2,823,000. Aspect Partners LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF during the 3rd quarter valued at about $94,000. Delap Wealth Advisory LLC increased its stake in shares of Dimensional US Marketwide Value ETF by 100.0% during the 2nd quarter. Delap Wealth Advisory LLC now owns 35,328 shares of the company’s stock worth $1,387,000 after purchasing an additional 17,664 shares during the last quarter. Finally, LJI Wealth Management LLC raised its holdings in shares of Dimensional US Marketwide Value ETF by 1.4% during the 2nd quarter. LJI Wealth Management LLC now owns 29,776 shares of the company’s stock valued at $1,169,000 after purchasing an additional 412 shares in the last quarter.

Dimensional US Marketwide Value ETF Price Performance

Dimensional US Marketwide Value ETF stock opened at $42.31 on Friday. Dimensional US Marketwide Value ETF has a one year low of $36.05 and a one year high of $44.61. The company’s fifty day moving average price is $42.43 and its two-hundred day moving average price is $41.42. The company has a market capitalization of $11.08 billion, a price-to-earnings ratio of 13.63 and a beta of 0.85.

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.