Kaufman Rossin Wealth LLC Makes New Investment in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Kaufman Rossin Wealth LLC bought a new position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 29,562 shares of the company’s stock, valued at approximately $1,210,000. Dimensional US Marketwide Value ETF makes up 1.2% of Kaufman Rossin Wealth LLC’s investment portfolio, making the stock its 14th biggest position.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Bank of Montreal Can boosted its position in shares of Dimensional US Marketwide Value ETF by 5.6% during the second quarter. Bank of Montreal Can now owns 34,687 shares of the company’s stock worth $1,403,000 after acquiring an additional 1,832 shares during the last quarter. AQR Capital Management LLC boosted its holdings in shares of Dimensional US Marketwide Value ETF by 31.5% during the 2nd quarter. AQR Capital Management LLC now owns 11,844 shares of the company’s stock valued at $465,000 after purchasing an additional 2,837 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its position in shares of Dimensional US Marketwide Value ETF by 7.1% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 78,355 shares of the company’s stock worth $3,077,000 after buying an additional 5,218 shares in the last quarter. NewEdge Advisors LLC boosted its stake in Dimensional US Marketwide Value ETF by 3.9% during the second quarter. NewEdge Advisors LLC now owns 43,240 shares of the company’s stock valued at $1,698,000 after buying an additional 1,607 shares during the last quarter. Finally, B. Riley Wealth Advisors Inc. purchased a new position in Dimensional US Marketwide Value ETF during the 2nd quarter valued at approximately $247,000.

Dimensional US Marketwide Value ETF Stock Performance

Shares of DFUV opened at $42.89 on Thursday. Dimensional US Marketwide Value ETF has a fifty-two week low of $37.06 and a fifty-two week high of $44.61. The company’s fifty day moving average is $42.35 and its 200 day moving average is $41.66. The stock has a market capitalization of $11.23 billion, a PE 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.