Monument Group Wealth Advisors LLC Invests $367,000 in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Monument Group Wealth Advisors LLC acquired a new stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 9,855 shares of the company’s stock, valued at approximately $367,000. Dimensional US Marketwide Value ETF comprises about 0.3% of Monument Group Wealth Advisors LLC’s holdings, making the stock its 25th largest position.

Several other institutional investors also recently bought and sold shares of DFUV. 1900 Wealth Management LLC raised its holdings in Dimensional US Marketwide Value ETF by 1.0% during the third quarter. 1900 Wealth Management LLC now owns 615,419 shares of the company’s stock worth $20,937,000 after purchasing an additional 5,867 shares in the last quarter. Royal Fund Management LLC purchased a new position in shares of Dimensional US Marketwide Value ETF during the 3rd quarter worth approximately $384,000. Level Financial Advisors Inc. lifted its holdings in shares of Dimensional US Marketwide Value ETF by 1.1% in the 3rd quarter. Level Financial Advisors Inc. now owns 213,016 shares of the company’s stock valued at $7,247,000 after buying an additional 2,219 shares during the period. Steward Financial Group LLC boosted its stake in shares of Dimensional US Marketwide Value ETF by 4.1% in the third quarter. Steward Financial Group LLC now owns 573,774 shares of the company’s stock valued at $19,519,000 after buying an additional 22,592 shares in the last quarter. Finally, Commonwealth Equity Services LLC grew its holdings in Dimensional US Marketwide Value ETF by 2.3% during the third quarter. Commonwealth Equity Services LLC now owns 738,236 shares of the company’s stock worth $25,115,000 after acquiring an additional 16,948 shares during the period.

Dimensional US Marketwide Value ETF Stock Performance

NYSEARCA:DFUV opened at $39.53 on Wednesday. Dimensional US Marketwide Value ETF has a 1 year low of $31.76 and a 1 year high of $40.96. The stock has a fifty day moving average price of $39.37 and a two-hundred day moving average price of $36.84. The stock has a market capitalization of $10.32 billion, a price-to-earnings ratio of 13.41 and a beta of 1.12.

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.