JDH Wealth Management LLC Acquires New Position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

JDH Wealth Management LLC bought a new position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm bought 211,265 shares of the company’s stock, valued at approximately $8,645,000. Dimensional US Marketwide Value ETF makes up approximately 7.6% of JDH Wealth Management LLC’s investment portfolio, making the stock its 4th biggest position. JDH Wealth Management LLC owned about 0.08% of Dimensional US Marketwide Value ETF as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its holdings in shares of Dimensional US Marketwide Value ETF by 6.5% in the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 2,635,288 shares of the company’s stock valued at $107,836,000 after purchasing an additional 160,394 shares during the last quarter. Cerity Partners LLC raised its holdings in shares of Dimensional US Marketwide Value ETF by 3.0% during the 3rd quarter. Cerity Partners LLC now owns 2,510,125 shares of the company’s stock worth $104,647,000 after acquiring an additional 74,115 shares during the period. TCI Wealth Advisors Inc. boosted its position in shares of Dimensional US Marketwide Value ETF by 3.2% during the 3rd quarter. TCI Wealth Advisors Inc. now owns 2,243,112 shares of the company’s stock valued at $93,515,000 after acquiring an additional 69,782 shares during the last quarter. RW Investment Management LLC grew its holdings in shares of Dimensional US Marketwide Value ETF by 1.1% in the third quarter. RW Investment Management LLC now owns 1,357,995 shares of the company’s stock valued at $56,615,000 after purchasing an additional 15,430 shares during the period. Finally, Evanson Asset Management LLC increased its position in Dimensional US Marketwide Value ETF by 0.6% during the third quarter. Evanson Asset Management LLC now owns 1,335,218 shares of the company’s stock worth $55,665,000 after purchasing an additional 7,832 shares during the last quarter.

Dimensional US Marketwide Value ETF Price Performance

NYSEARCA:DFUV opened at $43.15 on Tuesday. The company’s 50-day moving average is $42.36 and its two-hundred day moving average is $41.64. Dimensional US Marketwide Value ETF has a 1-year low of $37.06 and a 1-year high of $44.61. The firm has a market capitalization of $11.30 billion, a price-to-earnings ratio of 13.63 and a beta of 0.85.

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.