Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) Shares Sold by Modera Wealth Management LLC

by · The Cerbat Gem

Modera Wealth Management LLC cut its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUVFree Report) by 1.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,390,093 shares of the company’s stock after selling 31,737 shares during the period. Dimensional US Marketwide Value ETF comprises about 1.3% of Modera Wealth Management LLC’s holdings, making the stock its 18th largest position. Modera Wealth Management LLC owned 0.91% of Dimensional US Marketwide Value ETF worth $99,643,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in DFUV. Oakworth Capital Inc. increased its stake in Dimensional US Marketwide Value ETF by 4.2% in the 2nd quarter. Oakworth Capital Inc. now owns 6,681 shares of the company’s stock valued at $262,000 after buying an additional 269 shares during the period. Quad Cities Investment Group LLC lifted its position in Dimensional US Marketwide Value ETF by 3.1% in the second quarter. Quad Cities Investment Group LLC now owns 11,344 shares of the company’s stock valued at $445,000 after purchasing an additional 342 shares during the period. Disciplined Investments LLC boosted its holdings in Dimensional US Marketwide Value ETF by 0.5% in the 2nd quarter. Disciplined Investments LLC now owns 71,590 shares of the company’s stock valued at $2,811,000 after purchasing an additional 360 shares in the last quarter. Gradient Capital Advisors LLC increased its position in Dimensional US Marketwide Value ETF by 0.3% during the 1st quarter. Gradient Capital Advisors LLC now owns 130,352 shares of the company’s stock worth $5,331,000 after purchasing an additional 379 shares during the period. Finally, Investment Advisory Group LLC raised its stake in shares of Dimensional US Marketwide Value ETF by 0.4% during the 2nd quarter. Investment Advisory Group LLC now owns 98,027 shares of the company’s stock worth $3,850,000 after buying an additional 380 shares in the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

Dimensional US Marketwide Value ETF stock traded down $0.24 during midday trading on Friday, reaching $41.68. The company’s stock had a trading volume of 188,061 shares, compared to its average volume of 301,072. Dimensional US Marketwide Value ETF has a fifty-two week low of $31.76 and a fifty-two week high of $42.76. The firm has a market capitalization of $10.91 billion, a PE ratio of 13.63 and a beta of 0.85. The stock’s 50 day simple moving average is $41.35 and its 200 day simple moving average is $40.23.

Dimensional US Marketwide Value ETF Profile

(Free Report)

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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