Live Oak Private Wealth LLC Sells 569 Shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Live Oak Private Wealth LLC lowered its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 6.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,962 shares of the company’s stock after selling 569 shares during the period. Live Oak Private Wealth LLC’s holdings in Dimensional US Marketwide Value ETF were worth $367,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. AQR Capital Management LLC raised its holdings in Dimensional US Marketwide Value ETF by 31.5% during the 2nd quarter. AQR Capital Management LLC now owns 11,844 shares of the company’s stock valued at $465,000 after acquiring an additional 2,837 shares during the period. Brookstone Capital Management grew its position in shares of Dimensional US Marketwide Value ETF by 8.9% in the third quarter. Brookstone Capital Management now owns 15,083 shares of the company’s stock valued at $629,000 after purchasing an additional 1,230 shares in the last quarter. CWM LLC raised its stake in shares of Dimensional US Marketwide Value ETF by 8.6% during the 3rd quarter. CWM LLC now owns 90,986 shares of the company’s stock valued at $3,793,000 after purchasing an additional 7,207 shares during the period. Grunden Financial Advisory Inc. lifted its holdings in Dimensional US Marketwide Value ETF by 1.4% during the 3rd quarter. Grunden Financial Advisory Inc. now owns 403,664 shares of the company’s stock worth $16,829,000 after purchasing an additional 5,574 shares in the last quarter. Finally, BWM Planning LLC bought a new position in Dimensional US Marketwide Value ETF in the 3rd quarter worth about $2,823,000.

Dimensional US Marketwide Value ETF Stock Down 0.0 %

DFUV stock opened at $42.93 on Friday. The stock has a 50-day simple moving average of $42.20 and a two-hundred day simple moving average of $41.74. Dimensional US Marketwide Value ETF has a twelve month low of $37.08 and a twelve month high of $44.61. The firm has a market capitalization of $11.24 billion, a PE 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.