Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) is Dopkins Wealth Management LLC’s 2nd Largest Position

Dopkins Wealth Management LLC lifted its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 58.9% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 446,558 shares of the company’s stock after purchasing an additional 165,459 shares during the period. Dimensional US Marketwide Value ETF accounts for about 9.3% of Dopkins Wealth Management LLC’s investment portfolio, making the stock its 2nd biggest position. Dopkins Wealth Management LLC owned approximately 0.17% of Dimensional US Marketwide Value ETF worth $18,273,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its holdings in shares of Dimensional US Marketwide Value ETF by 6.5% in the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 2,635,288 shares of the company’s stock valued at $107,836,000 after purchasing an additional 160,394 shares during the period. Cerity Partners LLC boosted its holdings in shares of Dimensional US Marketwide Value ETF by 3.0% in the third quarter. Cerity Partners LLC now owns 2,510,125 shares of the company’s stock valued at $104,647,000 after purchasing an additional 74,115 shares during the period. TCI Wealth Advisors Inc. boosted its holdings in shares of Dimensional US Marketwide Value ETF by 2.0% in the fourth quarter. TCI Wealth Advisors Inc. now owns 2,287,765 shares of the company’s stock valued at $93,615,000 after purchasing an additional 44,653 shares during the period. Root Financial Partners LLC boosted its holdings in shares of Dimensional US Marketwide Value ETF by 31.9% in the fourth quarter. Root Financial Partners LLC now owns 1,518,933 shares of the company’s stock valued at $62,155,000 after purchasing an additional 367,566 shares during the period. Finally, RW Investment Management LLC raised its stake in Dimensional US Marketwide Value ETF by 1.1% in the third quarter. RW Investment Management LLC now owns 1,357,995 shares of the company’s stock worth $56,615,000 after buying an additional 15,430 shares in the last quarter.

Dimensional US Marketwide Value ETF Stock Up 1.3 %

Shares of NYSEARCA:DFUV opened at $41.27 on Tuesday. The company has a market capitalization of $11.25 billion, a price-to-earnings ratio of 16.39 and a beta of 1.01. Dimensional US Marketwide Value ETF has a 52 week low of $38.09 and a 52 week high of $44.61. The firm has a 50 day moving average of $42.15 and a 200 day moving average of $42.08.

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.