Summit Wealth Group LLC Boosts Holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Summit Wealth Group LLC raised its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 3.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 264,086 shares of the company’s stock after purchasing an additional 8,633 shares during the quarter. Dimensional US Marketwide Value ETF accounts for about 3.1% of Summit Wealth Group LLC’s investment portfolio, making the stock its 8th biggest position. Summit Wealth Group LLC owned about 0.10% of Dimensional US Marketwide Value ETF worth $10,806,000 as of its most recent filing with the SEC.

Several other institutional investors have also made changes to their positions in DFUV. Elser Financial Planning Inc boosted its position in shares of Dimensional US Marketwide Value ETF by 13,350.8% during the 4th quarter. Elser Financial Planning Inc now owns 985,539 shares of the company’s stock valued at $40,328,000 after acquiring an additional 978,212 shares in the last quarter. Triune Financial Partners LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF during the 3rd quarter valued at about $37,645,000. Wealth Management Nebraska acquired a new stake in shares of Dimensional US Marketwide Value ETF during the 4th quarter valued at about $30,097,000. Timonier Family Office LTD. acquired a new stake in shares of Dimensional US Marketwide Value ETF during the 4th quarter valued at about $27,032,000. Finally, Benningfield Financial Advisors LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF during the 4th quarter valued at about $18,522,000.

Dimensional US Marketwide Value ETF Stock Down 0.1 %

NYSEARCA:DFUV opened at $42.32 on Wednesday. The firm has a market cap of $11.08 billion, a PE ratio of 13.63 and a beta of 0.85. Dimensional US Marketwide Value ETF has a 12 month low of $38.09 and a 12 month high of $44.61. The company’s 50-day moving average price is $42.08 and its two-hundred day moving average price is $42.01.

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.