BIP Wealth LLC Raises Holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

BIP Wealth LLC raised its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 90.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 93,721 shares of the company’s stock after purchasing an additional 44,585 shares during the period. BIP Wealth LLC’s holdings in Dimensional US Marketwide Value ETF were worth $3,488,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Mercer Global Advisors Inc. ADV boosted its stake in shares of Dimensional US Marketwide Value ETF by 15.9% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 17,698,347 shares of the company’s stock worth $602,098,000 after buying an additional 2,431,740 shares during the last quarter. Trust Co of the South purchased a new position in shares of Dimensional US Marketwide Value ETF in the 4th quarter worth $72,071,000. Envestnet Asset Management Inc. boosted its stake in shares of Dimensional US Marketwide Value ETF by 9.8% in the 3rd quarter. Envestnet Asset Management Inc. now owns 17,730,845 shares of the company’s stock worth $603,203,000 after buying an additional 1,586,344 shares during the last quarter. Savant Capital LLC boosted its stake in shares of Dimensional US Marketwide Value ETF by 7.8% in the 3rd quarter. Savant Capital LLC now owns 14,860,286 shares of the company’s stock worth $505,547,000 after buying an additional 1,069,657 shares during the last quarter. Finally, Paragon Wealth Strategies LLC purchased a new position in shares of Dimensional US Marketwide Value ETF in the 4th quarter worth $28,806,000.

Dimensional US Marketwide Value ETF Stock Performance

Shares of DFUV stock traded up $0.01 on Wednesday, reaching $39.54. The stock had a trading volume of 229,920 shares, compared to its average volume of 321,065. The stock has a market cap of $10.32 billion, a P/E ratio of 13.41 and a beta of 1.12. Dimensional US Marketwide Value ETF has a 1 year low of $31.76 and a 1 year high of $40.96. The company has a 50 day simple moving average of $39.40 and a 200 day simple moving average of $36.86.

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.