Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) is ShankerValleau Wealth Advisors Inc.’s 4th Largest Position

ShankerValleau Wealth Advisors Inc. reduced its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 546,220 shares of the company’s stock after selling 8,140 shares during the quarter. Dimensional US Marketwide Value ETF makes up about 7.2% of ShankerValleau Wealth Advisors Inc.’s holdings, making the stock its 4th biggest holding. ShankerValleau Wealth Advisors Inc. owned about 0.21% of Dimensional US Marketwide Value ETF worth $22,351,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in DFUV. Truvestments Capital LLC bought a new stake in shares of Dimensional US Marketwide Value ETF during the 3rd quarter valued at about $30,000. Abich Financial Wealth Management LLC bought a new position in shares of Dimensional US Marketwide Value ETF during the second quarter valued at approximately $31,000. JDM Financial Group LLC purchased a new position in shares of Dimensional US Marketwide Value ETF during the third quarter valued at approximately $50,000. Ashton Thomas Private Wealth LLC purchased a new position in shares of Dimensional US Marketwide Value ETF during the second quarter valued at approximately $65,000. Finally, American Capital Advisory LLC grew its stake in shares of Dimensional US Marketwide Value ETF by 3,386.7% in the 3rd quarter. American Capital Advisory LLC now owns 2,092 shares of the company’s stock worth $87,000 after buying an additional 2,032 shares during the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

DFUV stock remained flat at $41.24 on Monday. The company had a trading volume of 300,536 shares, compared to its average volume of 329,112. The firm’s 50 day simple moving average is $42.54 and its two-hundred day simple moving average is $41.31. The company has a market cap of $10.80 billion, a P/E ratio of 13.63 and a beta of 0.85. Dimensional US Marketwide Value ETF has a one year low of $36.05 and a one year high of $44.61.

Dimensional US Marketwide Value ETF 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.