Level Financial Advisors Sells 1,997 Shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Level Financial Advisors lessened its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 200,208 shares of the company’s stock after selling 1,997 shares during the period. Dimensional US Marketwide Value ETF makes up about 3.0% of Level Financial Advisors’ investment portfolio, making the stock its 9th biggest position. Level Financial Advisors’ holdings in Dimensional US Marketwide Value ETF were worth $8,193,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in DFUV. Financial Counselors Inc. raised its position in shares of Dimensional US Marketwide Value ETF by 1.4% during the 3rd quarter. Financial Counselors Inc. now owns 19,337 shares of the company’s stock valued at $806,000 after buying an additional 261 shares during the period. Fortitude Family Office LLC increased its stake in Dimensional US Marketwide Value ETF by 50.8% during the fourth quarter. Fortitude Family Office LLC now owns 790 shares of the company’s stock worth $32,000 after acquiring an additional 266 shares during the last quarter. Householder Group Estate & Retirement Specialist LLC raised its position in Dimensional US Marketwide Value ETF by 7.1% in the fourth quarter. Householder Group Estate & Retirement Specialist LLC now owns 4,172 shares of the company’s stock valued at $170,000 after purchasing an additional 278 shares during the period. Vannoy Advisory Group Inc. lifted its stake in shares of Dimensional US Marketwide Value ETF by 0.5% in the 3rd quarter. Vannoy Advisory Group Inc. now owns 100,140 shares of the company’s stock valued at $4,175,000 after purchasing an additional 460 shares during the last quarter. Finally, Lauer Wealth LLC grew its holdings in shares of Dimensional US Marketwide Value ETF by 4.7% during the 4th quarter. Lauer Wealth LLC now owns 11,150 shares of the company’s stock worth $456,000 after purchasing an additional 500 shares during the period.

Dimensional US Marketwide Value ETF Trading Up 0.4 %

Shares of NYSEARCA:DFUV opened at $43.15 on Tuesday. The company has a market capitalization of $11.30 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 $37.06 and a 12-month high of $44.61. The business has a 50-day moving average price of $42.36 and a 200 day moving average price of $41.64.

About Dimensional US Marketwide Value ETF

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.