Total Wealth Planning LLC Sells 44,369 Shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Total Wealth Planning LLC reduced its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 20.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 169,440 shares of the company’s stock after selling 44,369 shares during the quarter. Dimensional US Marketwide Value ETF accounts for approximately 1.1% of Total Wealth Planning LLC’s holdings, making the stock its 23rd biggest position. Total Wealth Planning LLC’s holdings in Dimensional US Marketwide Value ETF were worth $6,307,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in DFUV. Tandem Wealth Advisors LLC bought a new stake in shares of Dimensional US Marketwide Value ETF during the 4th quarter valued at about $25,000. Baker Avenue Asset Management LP bought a new stake in shares of Dimensional US Marketwide Value ETF during the 3rd quarter valued at about $27,000. Truvestments Capital LLC bought a new stake in shares of Dimensional US Marketwide Value ETF during the 3rd quarter valued at about $33,000. Trifecta Capital Advisors LLC grew its stake in shares of Dimensional US Marketwide Value ETF by 97.9% during the 4th quarter. Trifecta Capital Advisors LLC now owns 2,127 shares of the company’s stock valued at $79,000 after purchasing an additional 1,052 shares during the period. Finally, Orion Capital Management LLC bought a new stake in shares of Dimensional US Marketwide Value ETF during the 3rd quarter valued at about $91,000.

Dimensional US Marketwide Value ETF Price Performance

Shares of DFUV stock traded up $0.01 during trading hours on Friday, reaching $39.37. 263,939 shares of the company traded hands, compared to its average volume of 320,175. Dimensional US Marketwide Value ETF has a 12-month low of $31.76 and a 12-month high of $40.96. The company has a market cap of $10.28 billion, a P/E ratio of 13.41 and a beta of 1.12. The firm has a 50-day moving average price of $39.45 and a 200 day moving average price of $36.94.

About Dimensional US Marketwide Value ETF

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.