Financial Synergies Wealth Advisors Inc. Purchases 890 Shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Financial Synergies Wealth Advisors Inc. grew its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 0.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 315,062 shares of the company’s stock after purchasing an additional 890 shares during the quarter. Dimensional US Marketwide Value ETF makes up approximately 1.6% of Financial Synergies Wealth Advisors Inc.’s holdings, making the stock its 14th biggest holding. Financial Synergies Wealth Advisors Inc. owned about 0.12% of Dimensional US Marketwide Value ETF worth $12,892,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Jane Street Group LLC bought a new position in Dimensional US Marketwide Value ETF in the third quarter valued at approximately $1,105,000. Aspect Partners LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF during the third quarter worth $94,000. BWM Planning LLC bought a new stake in Dimensional US Marketwide Value ETF in the third quarter valued at about $2,823,000. FMR LLC lifted its stake in Dimensional US Marketwide Value ETF by 88.5% in the third quarter. FMR LLC now owns 68,161 shares of the company’s stock valued at $2,842,000 after buying an additional 31,997 shares during the period. Finally, Rockefeller Capital Management L.P. grew its position in shares of Dimensional US Marketwide Value ETF by 8.7% during the 3rd quarter. Rockefeller Capital Management L.P. now owns 95,758 shares of the company’s stock worth $3,992,000 after buying an additional 7,658 shares during the period.

Dimensional US Marketwide Value ETF Stock Performance

Shares of NYSEARCA DFUV opened at $42.93 on Friday. Dimensional US Marketwide Value ETF has a 52-week low of $37.08 and a 52-week high of $44.61. The stock has a market cap of $11.24 billion, a P/E ratio of 13.63 and a beta of 0.85. The firm has a 50 day moving average price of $42.20 and a 200 day moving average price of $41.74.

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.