Heritage Wealth Management Inc. Texas Raises Holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Heritage Wealth Management Inc. Texas lifted its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 8.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 715,493 shares of the company’s stock after purchasing an additional 56,189 shares during the period. Dimensional US Marketwide Value ETF accounts for about 17.2% of Heritage Wealth Management Inc. Texas’ investment portfolio, making the stock its 2nd biggest holding. Heritage Wealth Management Inc. Texas’ holdings in Dimensional US Marketwide Value ETF were worth $29,278,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of DFUV. Truvestments Capital LLC bought a new stake in Dimensional US Marketwide Value ETF during the third quarter worth about $30,000. Abich Financial Wealth Management LLC bought a new position in Dimensional US Marketwide Value ETF during the 2nd quarter valued at approximately $31,000. Fortitude Family Office LLC raised its stake in Dimensional US Marketwide Value ETF by 50.8% during the fourth quarter. Fortitude Family Office LLC now owns 790 shares of the company’s stock valued at $32,000 after buying an additional 266 shares during the last quarter. JDM Financial Group LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF in the third quarter worth $50,000. Finally, American Capital Advisory LLC increased its holdings in shares of Dimensional US Marketwide Value ETF by 3,386.7% during the third quarter. American Capital Advisory LLC now owns 2,092 shares of the company’s stock valued at $87,000 after acquiring an additional 2,032 shares in the last quarter.

Dimensional US Marketwide Value ETF Price Performance

DFUV opened at $43.03 on Friday. The firm has a market cap of $11.27 billion, a PE ratio of 13.63 and a beta of 0.85. The stock has a 50-day moving average price of $42.36 and a 200-day moving average price of $41.55. Dimensional US Marketwide Value ETF has a 1 year low of $36.96 and a 1 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.