Lockerman Financial Group Inc. Has $268,000 Position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Lockerman Financial Group Inc. cut its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 5.7% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 6,433 shares of the company’s stock after selling 387 shares during the quarter. Lockerman Financial Group Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $268,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in DFUV. LRI Investments LLC acquired a new position in shares of Dimensional US Marketwide Value ETF during the first quarter worth $353,000. Disciplined Equity Management Inc. raised its holdings in Dimensional US Marketwide Value ETF by 4.5% during the 1st quarter. Disciplined Equity Management Inc. now owns 679,318 shares of the company’s stock worth $27,784,000 after purchasing an additional 29,553 shares during the last quarter. Delap Wealth Advisory LLC lifted its position in shares of Dimensional US Marketwide Value ETF by 100.0% in the 2nd quarter. Delap Wealth Advisory LLC now owns 35,328 shares of the company’s stock worth $1,387,000 after purchasing an additional 17,664 shares during the period. Quad Cities Investment Group LLC boosted its stake in shares of Dimensional US Marketwide Value ETF by 5.2% in the 1st quarter. Quad Cities Investment Group LLC now owns 11,002 shares of the company’s stock valued at $450,000 after purchasing an additional 547 shares during the last quarter. Finally, LJI Wealth Management LLC increased its position in shares of Dimensional US Marketwide Value ETF by 1.4% during the second quarter. LJI Wealth Management LLC now owns 29,776 shares of the company’s stock worth $1,169,000 after buying an additional 412 shares during the period.

Dimensional US Marketwide Value ETF Trading Down 0.7 %

DFUV stock traded down $0.30 during midday trading on Tuesday, hitting $42.25. The stock had a trading volume of 234,241 shares, compared to its average volume of 306,336. The business has a fifty day moving average price of $40.86 and a two-hundred day moving average price of $40.12. Dimensional US Marketwide Value ETF has a 1-year low of $31.76 and a 1-year high of $42.68. The firm has a market cap of $11.06 billion, a P/E ratio of 13.63 and a beta of 0.85.

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.