ShankerValleau Wealth Advisors Inc. Lowers Stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

ShankerValleau Wealth Advisors Inc. decreased its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.5% in the fourth quarter, Holdings Channel reports. The firm owned 546,220 shares of the company’s stock after selling 8,140 shares during the quarter. Dimensional US Marketwide Value ETF accounts for about 7.2% of ShankerValleau Wealth Advisors Inc.’s portfolio, making the stock its 4th biggest position. ShankerValleau Wealth Advisors Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $22,351,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the business. Truvestments Capital LLC purchased a new stake in Dimensional US Marketwide Value ETF in the third quarter worth approximately $30,000. Abich Financial Wealth Management LLC purchased a new position in shares of Dimensional US Marketwide Value ETF in the 2nd quarter worth $31,000. JDM Financial Group LLC bought a new stake in shares of Dimensional US Marketwide Value ETF in the third quarter worth $50,000. Ashton Thomas Private Wealth LLC purchased a new stake in Dimensional US Marketwide Value ETF during the second quarter valued at $65,000. Finally, American Capital Advisory LLC lifted its holdings in Dimensional US Marketwide Value ETF by 3,386.7% in the third quarter. American Capital Advisory LLC now owns 2,092 shares of the company’s stock valued at $87,000 after acquiring an additional 2,032 shares during the period.

Dimensional US Marketwide Value ETF Price Performance

NYSEARCA DFUV remained flat at $41.24 during trading hours on Monday. 300,536 shares of the company traded hands, compared to its average volume of 329,112. The firm has a market capitalization of $10.80 billion, a price-to-earnings ratio of 13.63 and a beta of 0.85. Dimensional US Marketwide Value ETF has a 12 month low of $36.05 and a 12 month high of $44.61. The stock has a 50 day simple moving average of $42.54 and a two-hundred day simple moving average of $41.31.

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.