Asset Planning Corporation Decreases Stock Position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Asset Planning Corporation reduced its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 34,481 shares of the company’s stock after selling 382 shares during the period. Dimensional US Marketwide Value ETF comprises approximately 0.9% of Asset Planning Corporation’s holdings, making the stock its 21st largest position. Asset Planning Corporation’s holdings in Dimensional US Marketwide Value ETF were worth $1,411,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in the company. Triune Financial Partners LLC purchased a new stake in Dimensional US Marketwide Value ETF during the 3rd quarter valued at $37,645,000. Spire Wealth Management purchased a new stake in Dimensional US Marketwide Value ETF during the 4th quarter valued at $12,591,000. ShankerValleau Wealth Advisors Inc. raised its stake in Dimensional US Marketwide Value ETF by 88.4% during the 3rd quarter. ShankerValleau Wealth Advisors Inc. now owns 554,360 shares of the company’s stock valued at $23,111,000 after buying an additional 260,155 shares during the last quarter. Farther Finance Advisors LLC raised its stake in Dimensional US Marketwide Value ETF by 140.8% during the 3rd quarter. Farther Finance Advisors LLC now owns 425,551 shares of the company’s stock valued at $17,741,000 after buying an additional 248,793 shares during the last quarter. Finally, Summit Wealth Group LLC raised its stake in Dimensional US Marketwide Value ETF by 1,041.1% during the 3rd quarter. Summit Wealth Group LLC now owns 255,453 shares of the company’s stock valued at $10,650,000 after buying an additional 233,067 shares during the last quarter.

Dimensional US Marketwide Value ETF Price Performance

NYSEARCA:DFUV opened at $42.74 on Friday. The firm has a market capitalization of $11.19 billion, a price-to-earnings ratio of 13.63 and a beta of 0.85. Dimensional US Marketwide Value ETF has a one year low of $37.06 and a one year high of $44.61. The business has a fifty day moving average price of $42.32 and a 200-day moving average price of $41.69.

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.