Curio Wealth LLC Acquires New Shares in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Curio Wealth LLC acquired a new position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) in the fourth quarter, HoldingsChannel reports. The fund acquired 42,128 shares of the company’s stock, valued at approximately $1,724,000. Dimensional US Marketwide Value ETF comprises 0.9% of Curio Wealth LLC’s investment portfolio, making the stock its 21st biggest holding.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Caprock Group LLC boosted its stake in shares of Dimensional US Marketwide Value ETF by 34.6% during the third quarter. Caprock Group LLC now owns 24,741 shares of the company’s stock valued at $1,031,000 after purchasing an additional 6,366 shares in the last quarter. BIP Wealth LLC lifted its holdings in Dimensional US Marketwide Value ETF by 15.4% during the third quarter. BIP Wealth LLC now owns 211,899 shares of the company’s stock worth $8,834,000 after buying an additional 28,238 shares during the period. Summit Wealth Group LLC boosted its position in Dimensional US Marketwide Value ETF by 1,041.1% during the 3rd quarter. Summit Wealth Group LLC now owns 255,453 shares of the company’s stock valued at $10,650,000 after acquiring an additional 233,067 shares in the last quarter. Howe & Rusling Inc. purchased a new position in shares of Dimensional US Marketwide Value ETF in the 3rd quarter valued at $153,000. Finally, Bellwether Advisors LLC bought a new position in shares of Dimensional US Marketwide Value ETF in the 3rd quarter worth $203,000.

Dimensional US Marketwide Value ETF Price Performance

Shares of NYSEARCA DFUV opened at $40.74 on Monday. The business has a fifty day moving average price of $42.15 and a 200 day moving average price of $42.08. Dimensional US Marketwide Value ETF has a 1-year low of $38.09 and a 1-year high of $44.61. The stock has a market capitalization of $10.67 billion, a P/E ratio of 16.69 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.