Lockerman Financial Group Inc. Has $268,000 Stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Lockerman Financial Group Inc. lowered its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 5.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,433 shares of the company’s stock after selling 387 shares during the period. Lockerman Financial Group Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $268,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the stock. Aspect Partners LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the 3rd quarter valued at $94,000. Andrews Lucia Wealth Management LLC boosted its holdings in Dimensional US Marketwide Value ETF by 1.4% in the third quarter. Andrews Lucia Wealth Management LLC now owns 373,474 shares of the company’s stock valued at $14,666,000 after acquiring an additional 5,156 shares during the last quarter. Valeo Financial Advisors LLC boosted its holdings in Dimensional US Marketwide Value ETF by 3.5% in the third quarter. Valeo Financial Advisors LLC now owns 36,198 shares of the company’s stock valued at $1,509,000 after acquiring an additional 1,211 shares during the last quarter. Simplicity Wealth LLC increased its position in Dimensional US Marketwide Value ETF by 12.9% in the third quarter. Simplicity Wealth LLC now owns 122,852 shares of the company’s stock worth $5,122,000 after purchasing an additional 14,040 shares during the period. Finally, Juncture Wealth Strategies LLC raised its holdings in Dimensional US Marketwide Value ETF by 3.6% during the 3rd quarter. Juncture Wealth Strategies LLC now owns 454,641 shares of the company’s stock worth $18,954,000 after purchasing an additional 15,657 shares during the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

Dimensional US Marketwide Value ETF stock traded down $0.30 during trading hours on Tuesday, reaching $42.25. 234,241 shares of the company’s stock traded hands, compared to its average volume of 306,336. The firm has a market capitalization of $11.06 billion, a price-to-earnings ratio of 13.63 and a beta of 0.85. Dimensional US Marketwide Value ETF has a fifty-two week low of $31.76 and a fifty-two week high of $42.68. The firm’s 50 day moving average is $40.86 and its 200-day moving average is $40.12.

Dimensional US Marketwide Value ETF Company 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.