BOK Financial Private Wealth Inc. Sells 4,131 Shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

BOK Financial Private Wealth Inc. lessened its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 3.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 133,646 shares of the company’s stock after selling 4,131 shares during the quarter. Dimensional US Marketwide Value ETF accounts for approximately 0.4% of BOK Financial Private Wealth Inc.’s investment portfolio, making the stock its 25th biggest position. BOK Financial Private Wealth Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $5,469,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Crews Bank & Trust bought a new stake in shares of Dimensional US Marketwide Value ETF in the fourth quarter valued at about $25,000. Truvestments Capital LLC bought a new stake in shares of Dimensional US Marketwide Value ETF in the third quarter valued at about $30,000. Fortitude Family Office LLC boosted its position in shares of Dimensional US Marketwide Value ETF by 50.8% in the fourth quarter. Fortitude Family Office LLC now owns 790 shares of the company’s stock valued at $32,000 after acquiring an additional 266 shares during the period. Assetmark Inc. boosted its position in shares of Dimensional US Marketwide Value ETF by 104.5% in the fourth quarter. Assetmark Inc. now owns 1,045 shares of the company’s stock valued at $43,000 after acquiring an additional 534 shares during the period. Finally, JDM Financial Group LLC bought a new stake in shares of Dimensional US Marketwide Value ETF in the third quarter valued at about $50,000.

Dimensional US Marketwide Value ETF Stock Performance

Shares of Dimensional US Marketwide Value ETF stock opened at $41.49 on Friday. The firm has a 50-day moving average of $42.20 and a 200-day moving average of $42.09. The stock has a market cap of $10.86 billion, a PE ratio of 16.69 and a beta of 0.85. Dimensional US Marketwide Value ETF has a 52-week low of $38.09 and a 52-week high of $44.61.

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.