Disciplined Investments LLC Reduces Stock Position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Disciplined Investments LLC reduced its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 4.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 66,454 shares of the company’s stock after selling 3,122 shares during the quarter. Dimensional US Marketwide Value ETF comprises 1.3% of Disciplined Investments LLC’s investment portfolio, making the stock its 26th biggest position. Disciplined Investments LLC’s holdings in Dimensional US Marketwide Value ETF were worth $2,739,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of DFUV. Atria Wealth Solutions Inc. lifted its stake in Dimensional US Marketwide Value ETF by 1.4% in the 4th quarter. Atria Wealth Solutions Inc. now owns 19,266 shares of the company’s stock worth $788,000 after purchasing an additional 275 shares in the last quarter. Aurelius Family Office LLC purchased a new stake in Dimensional US Marketwide Value ETF in the 4th quarter worth approximately $2,128,000. Bank of New York Mellon Corp lifted its stake in Dimensional US Marketwide Value ETF by 1.4% in the 4th quarter. Bank of New York Mellon Corp now owns 75,111 shares of the company’s stock worth $3,074,000 after purchasing an additional 1,034 shares in the last quarter. JPMorgan Chase & Co. lifted its stake in Dimensional US Marketwide Value ETF by 2.9% in the 4th quarter. JPMorgan Chase & Co. now owns 234,550 shares of the company’s stock worth $9,598,000 after purchasing an additional 6,613 shares in the last quarter. Finally, Ariadne Wealth Management LP lifted its stake in Dimensional US Marketwide Value ETF by 14.5% in the 4th quarter. Ariadne Wealth Management LP now owns 204,944 shares of the company’s stock worth $8,743,000 after purchasing an additional 25,986 shares in the last quarter.

Dimensional US Marketwide Value ETF Price Performance

NYSEARCA DFUV opened at $41.19 on Friday. The company’s 50 day simple moving average is $39.56 and its two-hundred day simple moving average is $41.27. The stock has a market capitalization of $11.58 billion, a PE ratio of 15.68 and a beta of 0.98. Dimensional US Marketwide Value ETF has a 1 year low of $35.38 and a 1 year high of $44.61.

Dimensional US Marketwide Value ETF 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.