Aurelius Family Office LLC Invests $2.13 Million in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Aurelius Family Office LLC bought a new position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 52,004 shares of the company’s stock, valued at approximately $2,128,000. Dimensional US Marketwide Value ETF accounts for approximately 1.1% of Aurelius Family Office LLC’s portfolio, making the stock its 20th largest holding.

A number of other large investors also recently bought and sold shares of the stock. Sterling Wealth Advisors Inc acquired a new position in shares of Dimensional US Marketwide Value ETF in the 4th quarter valued at $256,000. Financial Synergies Wealth Advisors Inc. increased its holdings in Dimensional US Marketwide Value ETF by 0.3% in the fourth quarter. Financial Synergies Wealth Advisors Inc. now owns 315,062 shares of the company’s stock valued at $12,892,000 after buying an additional 890 shares in the last quarter. Beacon Financial Advisory LLC raised its position in shares of Dimensional US Marketwide Value ETF by 0.8% in the fourth quarter. Beacon Financial Advisory LLC now owns 39,815 shares of the company’s stock worth $1,629,000 after acquiring an additional 322 shares during the period. Vestia Personal Wealth Advisors boosted its stake in shares of Dimensional US Marketwide Value ETF by 7.2% during the 4th quarter. Vestia Personal Wealth Advisors now owns 194,219 shares of the company’s stock worth $7,947,000 after acquiring an additional 13,003 shares in the last quarter. Finally, Confluence Wealth Services Inc. grew its position in shares of Dimensional US Marketwide Value ETF by 35.5% during the 4th quarter. Confluence Wealth Services Inc. now owns 237,906 shares of the company’s stock valued at $10,237,000 after acquiring an additional 62,274 shares during the period.

Dimensional US Marketwide Value ETF Stock Down 0.7 %

Shares of Dimensional US Marketwide Value ETF stock opened at $42.61 on Friday. The firm has a market cap of $11.16 billion, a PE ratio of 13.63 and a beta of 0.85. Dimensional US Marketwide Value ETF has a twelve month low of $37.08 and a twelve month high of $44.61. The business has a 50-day moving average price of $42.16 and a 200 day moving average price of $41.75.

Dimensional US Marketwide Value ETF Company 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.