Curio Wealth LLC Invests $1.72 Million in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Curio Wealth LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor purchased 42,128 shares of the company’s stock, valued at approximately $1,724,000. Dimensional US Marketwide Value ETF comprises about 0.9% of Curio Wealth LLC’s investment portfolio, making the stock its 21st largest holding.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Signaturefd LLC grew its stake in shares of Dimensional US Marketwide Value ETF by 9.6% during the fourth quarter. Signaturefd LLC now owns 19,730 shares of the company’s stock valued at $807,000 after buying an additional 1,720 shares during the last quarter. RS Crum Inc. boosted its holdings in Dimensional US Marketwide Value ETF by 1.1% during the 4th quarter. RS Crum Inc. now owns 420,996 shares of the company’s stock valued at $17,227,000 after acquiring an additional 4,633 shares during the period. Tumwater Wealth Management LLC bought a new position in Dimensional US Marketwide Value ETF in the 4th quarter valued at $3,465,000. Poinciana Advisors Group LLC purchased a new stake in Dimensional US Marketwide Value ETF in the fourth quarter worth $2,232,000. Finally, HMV Wealth Advisors LLC bought a new stake in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth $3,123,000.

Dimensional US Marketwide Value ETF Trading Up 2.0 %

NYSEARCA DFUV opened at $40.74 on Monday. The stock has a market cap of $10.67 billion, a PE ratio of 16.69 and a beta of 0.85. Dimensional US Marketwide Value ETF has a 12 month low of $38.09 and a 12 month high of $44.61. The company’s 50-day moving average price is $42.15 and its 200-day moving average price is $42.08.

About Dimensional US Marketwide Value ETF

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.