Stone Summit Wealth LLC Has $2.06 Million Position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Stone Summit Wealth LLC lessened its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 2.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 50,225 shares of the company’s stock after selling 1,107 shares during the period. Stone Summit Wealth LLC’s holdings in Dimensional US Marketwide Value ETF were worth $2,055,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in DFUV. Clarity Capital Advisors LLC boosted its holdings in shares of Dimensional US Marketwide Value ETF by 0.3% in the 4th quarter. Clarity Capital Advisors LLC now owns 69,143 shares of the company’s stock valued at $2,829,000 after purchasing an additional 241 shares in the last quarter. Financial Counselors Inc. boosted its stake in Dimensional US Marketwide Value ETF by 1.4% in the third quarter. Financial Counselors Inc. now owns 19,337 shares of the company’s stock valued at $806,000 after buying an additional 261 shares in the last quarter. Fortitude Family Office LLC grew its position in Dimensional US Marketwide Value ETF by 50.8% in the fourth quarter. Fortitude Family Office LLC now owns 790 shares of the company’s stock valued at $32,000 after acquiring an additional 266 shares during the last quarter. Householder Group Estate & Retirement Specialist LLC raised its stake in Dimensional US Marketwide Value ETF by 7.1% during the fourth quarter. Householder Group Estate & Retirement Specialist LLC now owns 4,172 shares of the company’s stock worth $170,000 after acquiring an additional 278 shares in the last quarter. Finally, Beacon Financial Advisory LLC lifted its holdings 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 last quarter.

Dimensional US Marketwide Value ETF Trading Down 0.7 %

DFUV opened at $42.61 on Monday. The company has a market cap of $11.16 billion, a P/E ratio of 13.63 and a beta of 0.85. The company’s 50 day moving average is $42.16 and its 200-day moving average is $41.77. Dimensional US Marketwide Value ETF has a 1-year low of $37.08 and a 1-year high of $44.61.

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.