Shearwater Capital LLC Has $5.92 Million Position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Shearwater Capital LLC reduced its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 0.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 144,655 shares of the company’s stock after selling 962 shares during the period. Dimensional US Marketwide Value ETF accounts for approximately 4.0% of Shearwater Capital LLC’s portfolio, making the stock its 5th largest holding. Shearwater Capital LLC’s holdings in Dimensional US Marketwide Value ETF were worth $5,919,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Bank of New York Mellon Corp boosted its stake in Dimensional US Marketwide Value ETF by 33.8% in the 2nd quarter. Bank of New York Mellon Corp now owns 79,927 shares of the company’s stock worth $3,139,000 after purchasing an additional 20,187 shares during the period. Caprock Group LLC grew its stake in Dimensional US Marketwide Value ETF by 22.8% during the second quarter. Caprock Group LLC now owns 18,375 shares of the company’s stock valued at $722,000 after acquiring an additional 3,407 shares in the last quarter. Ashton Thomas Private Wealth LLC bought a new stake in Dimensional US Marketwide Value ETF during the 2nd quarter worth approximately $65,000. Dorsey & Whitney Trust CO LLC lifted its stake in Dimensional US Marketwide Value ETF by 7.9% in the 2nd quarter. Dorsey & Whitney Trust CO LLC now owns 20,680 shares of the company’s stock worth $812,000 after purchasing an additional 1,514 shares in the last quarter. Finally, GEM Asset Management LLC boosted its holdings in Dimensional US Marketwide Value ETF by 0.5% in the 2nd quarter. GEM Asset Management LLC now owns 123,692 shares of the company’s stock valued at $4,857,000 after purchasing an additional 581 shares during the period.

Dimensional US Marketwide Value ETF Stock Performance

Shares of Dimensional US Marketwide Value ETF stock remained flat at $41.23 during trading on Wednesday. 172,346 shares of the stock traded hands, compared to its average volume of 296,941. The stock has a market capitalization of $10.79 billion, a price-to-earnings ratio of 13.63 and a beta of 0.85. Dimensional US Marketwide Value ETF has a 52-week low of $36.05 and a 52-week high of $44.61. The company’s 50 day moving average price is $42.52 and its 200-day moving average price is $41.34.

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.