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

Leo Wealth LLC lessened its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 5.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,526 shares of the company’s stock after selling 836 shares during the period. Leo Wealth LLC’s holdings in Dimensional US Marketwide Value ETF were worth $594,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of DFUV. Financial Synergies Wealth Advisors Inc. raised its holdings in Dimensional US Marketwide Value ETF by 0.3% in the 4th quarter. Financial Synergies Wealth Advisors Inc. now owns 315,062 shares of the company’s stock valued at $12,892,000 after acquiring an additional 890 shares during the last quarter. Beacon Financial Advisory LLC grew its position in shares of Dimensional US Marketwide Value ETF by 0.8% in the fourth quarter. Beacon Financial Advisory LLC now owns 39,815 shares of the company’s stock valued at $1,629,000 after purchasing an additional 322 shares during the period. Vestia Personal Wealth Advisors increased its stake in Dimensional US Marketwide Value ETF by 7.2% in the fourth quarter. Vestia Personal Wealth Advisors now owns 194,219 shares of the company’s stock valued at $7,947,000 after purchasing an additional 13,003 shares during the last quarter. Confluence Wealth Services Inc. lifted its position in Dimensional US Marketwide Value ETF by 35.5% during the fourth quarter. Confluence Wealth Services Inc. now owns 237,906 shares of the company’s stock worth $10,237,000 after buying an additional 62,274 shares during the period. Finally, CarsonAllaria Wealth Management Ltd. boosted its stake in Dimensional US Marketwide Value ETF by 0.9% in the 4th quarter. CarsonAllaria Wealth Management Ltd. now owns 151,603 shares of the company’s stock worth $6,204,000 after buying an additional 1,380 shares during the last quarter.

Dimensional US Marketwide Value ETF Price Performance

NYSEARCA DFUV opened at $42.61 on Friday. The company has a market cap of $11.16 billion, a P/E ratio of 13.63 and a beta of 0.85. Dimensional US Marketwide Value ETF has a 12 month low of $37.08 and a 12 month high of $44.61. The company has a 50-day moving average of $42.16 and a 200-day moving average of $41.75.

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.