Aspiriant LLC Has $28.48 Million Stock Position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Aspiriant LLC reduced its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 0.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 695,892 shares of the company’s stock after selling 2,394 shares during the period. Dimensional US Marketwide Value ETF comprises approximately 1.0% of Aspiriant LLC’s investment portfolio, making the stock its 15th largest position. Aspiriant LLC owned 0.27% of Dimensional US Marketwide Value ETF worth $28,476,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in DFUV. Financial Counselors Inc. grew its position in Dimensional US Marketwide Value ETF by 1.4% during the 3rd quarter. Financial Counselors Inc. now owns 19,337 shares of the company’s stock worth $806,000 after acquiring an additional 261 shares during the last quarter. Fortitude Family Office LLC increased its stake in shares of 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 buying an additional 266 shares during the period. Householder Group Estate & Retirement Specialist LLC raised its holdings in Dimensional US Marketwide Value ETF by 7.1% in the 4th quarter. Householder Group Estate & Retirement Specialist LLC now owns 4,172 shares of the company’s stock valued at $170,000 after buying an additional 278 shares during the last quarter. Vannoy Advisory Group Inc. boosted its position in Dimensional US Marketwide Value ETF by 0.5% during the 3rd quarter. Vannoy Advisory Group Inc. now owns 100,140 shares of the company’s stock worth $4,175,000 after buying an additional 460 shares during the period. Finally, Lauer Wealth LLC grew its holdings in Dimensional US Marketwide Value ETF by 4.7% during the 4th quarter. Lauer Wealth LLC now owns 11,150 shares of the company’s stock worth $456,000 after acquiring an additional 500 shares during the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

Shares of NYSEARCA DFUV opened at $42.59 on Tuesday. The stock has a market cap of $11.15 billion, a P/E ratio of 13.63 and a beta of 0.85. The firm has a 50 day moving average price of $42.38 and a two-hundred day moving average price of $41.50. Dimensional US Marketwide Value ETF has a 52-week low of $36.05 and a 52-week high of $44.61.

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.