Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) is Wescott Financial Advisory Group LLC’s 6th Largest Position

Wescott Financial Advisory Group LLC grew its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 0.0% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 898,235 shares of the company’s stock after purchasing an additional 299 shares during the period. Dimensional US Marketwide Value ETF makes up about 4.0% of Wescott Financial Advisory Group LLC’s investment portfolio, making the stock its 6th largest position. Wescott Financial Advisory Group LLC owned approximately 0.34% of Dimensional US Marketwide Value ETF worth $37,447,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the company. City State Bank purchased a new position in Dimensional US Marketwide Value ETF in the second quarter valued at about $29,000. Abich Financial Wealth Management LLC acquired a new stake in Dimensional US Marketwide Value ETF during the 2nd quarter valued at approximately $31,000. Thurston Springer Miller Herd & Titak Inc. bought a new stake in shares of Dimensional US Marketwide Value ETF in the second quarter worth $37,000. Ridgewood Investments LLC acquired a new stake in Dimensional US Marketwide Value ETF in the second quarter valued at $42,000. Finally, Ashton Thomas Private Wealth LLC acquired a new stake in Dimensional US Marketwide Value ETF in the second quarter valued at $65,000.

Dimensional US Marketwide Value ETF Price Performance

DFUV opened at $44.06 on Friday. The stock has a market capitalization of $11.53 billion, a PE ratio of 13.63 and a beta of 0.85. The firm’s fifty day moving average price is $42.17 and its 200 day moving average price is $40.74. Dimensional US Marketwide Value ETF has a 12-month low of $34.53 and a 12-month high of $44.10.

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.