Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) Shares Sold by Cypress Wealth Services LLC
by Kim Johansen · The Markets DailyCypress Wealth Services LLC decreased its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 3.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 59,275 shares of the company’s stock after selling 2,019 shares during the period. Cypress Wealth Services LLC’s holdings in Dimensional US Marketwide Value ETF were worth $2,426,000 at the end of the most recent reporting period.
A number of other hedge funds have also recently modified their holdings of the stock. Financial Counselors Inc. grew its stake in 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 worth $806,000 after buying an additional 261 shares during the last quarter. Fortitude Family Office LLC boosted its holdings in shares of Dimensional US Marketwide Value ETF by 50.8% in the fourth quarter. Fortitude Family Office LLC now owns 790 shares of the company’s stock valued at $32,000 after acquiring an additional 266 shares during the period. LJI Wealth Management LLC grew its position in shares of Dimensional US Marketwide Value ETF by 1.4% during the second quarter. LJI Wealth Management LLC now owns 29,776 shares of the company’s stock worth $1,169,000 after acquiring an additional 412 shares during the last quarter. Vannoy Advisory Group Inc. increased its holdings 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 acquiring an additional 460 shares during the period. Finally, Family CFO Inc raised its position in Dimensional US Marketwide Value ETF by 1.5% in the 3rd quarter. Family CFO Inc now owns 38,754 shares of the company’s stock valued at $1,616,000 after purchasing an additional 563 shares during the last quarter.
Dimensional US Marketwide Value ETF Price Performance
Shares of NYSEARCA:DFUV opened at $42.31 on Friday. Dimensional US Marketwide Value ETF has a 1-year low of $36.05 and a 1-year high of $44.61. The stock has a market cap of $11.08 billion, a P/E ratio of 13.63 and a beta of 0.85. The firm has a fifty day moving average price of $42.45 and a 200 day moving average price of $41.42.
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.
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