Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) is Jackson Thornton Wealth Management LLC’s 3rd Largest Position

Jackson Thornton Wealth Management LLC cut its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 0.1% in the fourth quarter, Holdings Channel.com reports. The firm owned 1,721,157 shares of the company’s stock after selling 1,431 shares during the quarter. Dimensional US Marketwide Value ETF makes up approximately 8.9% of Jackson Thornton Wealth Management LLC’s investment portfolio, making the stock its 3rd biggest position. Jackson Thornton Wealth Management LLC’s holdings in Dimensional US Marketwide Value ETF were worth $70,430,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Crews Bank & Trust purchased a new stake in shares of Dimensional US Marketwide Value ETF in the fourth quarter valued at approximately $25,000. Truvestments Capital LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF in the third quarter valued at approximately $30,000. Fortitude Family Office LLC lifted its holdings in 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 last quarter. VSM Wealth Advisory LLC acquired a new position in Dimensional US Marketwide Value ETF in the fourth quarter valued at approximately $41,000. Finally, Assetmark Inc. lifted its holdings in 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 last quarter.

Dimensional US Marketwide Value ETF Stock Performance

DFUV opened at $41.28 on Monday. Dimensional US Marketwide Value ETF has a one year low of $38.09 and a one year high of $44.61. The stock has a market capitalization of $11.25 billion, a PE ratio of 16.39 and a beta of 1.01. The business’s 50 day moving average price is $42.17 and its 200 day moving average price is $42.08.

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.