Andrews Lucia Wealth Management LLC Lowers Stock Position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Andrews Lucia Wealth Management LLC reduced its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 0.8% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 370,341 shares of the company’s stock after selling 3,133 shares during the period. Dimensional US Marketwide Value ETF comprises 10.3% of Andrews Lucia Wealth Management LLC’s investment portfolio, making the stock its 2nd biggest position. Andrews Lucia Wealth Management LLC’s holdings in Dimensional US Marketwide Value ETF were worth $15,440,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently modified their holdings of DFUV. Creative Planning increased its holdings in Dimensional US Marketwide Value ETF by 34.4% in the 2nd quarter. Creative Planning now owns 5,607,380 shares of the company’s stock worth $220,202,000 after acquiring an additional 1,433,941 shares during the last quarter. Triune Financial Partners LLC purchased a new position in shares of Dimensional US Marketwide Value ETF in the third quarter worth about $37,645,000. ShankerValleau Wealth Advisors Inc. raised its position in shares of Dimensional US Marketwide Value ETF by 88.4% in the third quarter. ShankerValleau Wealth Advisors Inc. now owns 554,360 shares of the company’s stock valued at $23,111,000 after purchasing an additional 260,155 shares during the period. Farther Finance Advisors LLC lifted its stake in shares of 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 in the last quarter. Finally, Summit Wealth Group LLC boosted its holdings in Dimensional US Marketwide Value ETF by 1,041.1% in the 3rd quarter. Summit Wealth Group LLC now owns 255,453 shares of the company’s stock worth $10,650,000 after buying an additional 233,067 shares during the period.

Dimensional US Marketwide Value ETF Trading Up 0.7 %

Dimensional US Marketwide Value ETF stock opened at $42.59 on Friday. The firm has a market capitalization of $11.15 billion, a price-to-earnings ratio of 13.63 and a beta of 0.85. The firm has a 50 day simple moving average of $42.43 and a 200 day simple moving average of $41.42. Dimensional US Marketwide Value ETF has a 1-year low of $36.05 and a 1-year high of $44.61.

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.