Dopkins Wealth Management LLC Cuts Position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Dopkins Wealth Management LLC decreased its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 34.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 281,099 shares of the company’s stock after selling 149,355 shares during the period. Dimensional US Marketwide Value ETF accounts for about 9.5% of Dopkins Wealth Management LLC’s portfolio, making the stock its 3rd biggest position. Dopkins Wealth Management LLC’s holdings in Dimensional US Marketwide Value ETF were worth $11,719,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. City State Bank bought a new stake in shares of Dimensional US Marketwide Value ETF during the 2nd quarter valued at about $29,000. Abich Financial Wealth Management LLC bought a new stake in shares of Dimensional US Marketwide Value ETF during the 2nd quarter valued at about $31,000. Thurston Springer Miller Herd & Titak Inc. bought a new stake in shares of Dimensional US Marketwide Value ETF during the 2nd quarter valued at about $37,000. Ridgewood Investments LLC bought a new stake in shares of Dimensional US Marketwide Value ETF during the 2nd quarter valued at about $42,000. Finally, Ashton Thomas Private Wealth LLC bought a new stake in shares of Dimensional US Marketwide Value ETF during the 2nd quarter valued at about $65,000.

Dimensional US Marketwide Value ETF Price Performance

Shares of Dimensional US Marketwide Value ETF stock opened at $43.54 on Thursday. Dimensional US Marketwide Value ETF has a one year low of $33.79 and a one year high of $44.00. The stock’s 50-day moving average is $41.74 and its 200 day moving average is $40.54. The firm has a market cap of $11.40 billion, a price-to-earnings ratio of 13.63 and a beta of 0.85.

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.