Shearwater Capital LLC Decreases Position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Shearwater Capital LLC decreased its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 0.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 144,655 shares of the company’s stock after selling 962 shares during the quarter. Dimensional US Marketwide Value ETF accounts for approximately 4.0% of Shearwater Capital LLC’s investment portfolio, making the stock its 5th largest position. Shearwater Capital LLC owned 0.06% of Dimensional US Marketwide Value ETF worth $5,919,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Truvestments Capital LLC acquired a new position in shares of Dimensional US Marketwide Value ETF during the third quarter worth $30,000. Abich Financial Wealth Management LLC bought a new position in Dimensional US Marketwide Value ETF during the 2nd quarter worth $31,000. JDM Financial Group LLC acquired a new position in Dimensional US Marketwide Value ETF during the 3rd quarter worth about $50,000. Ashton Thomas Private Wealth LLC bought a new stake in shares of Dimensional US Marketwide Value ETF in the 2nd quarter valued at about $65,000. Finally, American Capital Advisory LLC increased its stake in shares of Dimensional US Marketwide Value ETF by 3,386.7% in the third quarter. American Capital Advisory LLC now owns 2,092 shares of the company’s stock valued at $87,000 after buying an additional 2,032 shares during the period.

Dimensional US Marketwide Value ETF Stock Performance

Shares of Dimensional US Marketwide Value ETF stock remained flat at $41.23 during midday trading on Wednesday. The company had a trading volume of 172,346 shares, compared to its average volume of 296,941. The stock’s fifty day moving average is $42.52 and its two-hundred day moving average is $41.34. Dimensional US Marketwide Value ETF has a one year low of $36.05 and a one year high of $44.61. The stock has a market capitalization of $10.79 billion, a price-to-earnings ratio of 13.63 and a beta of 0.85.

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.