Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) Stake Trimmed by Mosaic Family Wealth Partners LLC

Mosaic Family Wealth Partners LLC lowered its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 5.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 332,053 shares of the company’s stock after selling 19,464 shares during the quarter. Dimensional US Marketwide Value ETF makes up 2.2% of Mosaic Family Wealth Partners LLC’s investment portfolio, making the stock its 12th largest holding. Mosaic Family Wealth Partners LLC’s holdings in Dimensional US Marketwide Value ETF were worth $13,581,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Envestnet Asset Management Inc. grew its stake in Dimensional US Marketwide Value ETF by 10.6% during the 4th quarter. Envestnet Asset Management Inc. now owns 19,608,985 shares of the company’s stock valued at $729,846,000 after acquiring an additional 1,878,140 shares in the last quarter. Pathstone Holdings LLC purchased a new position in Dimensional US Marketwide Value ETF during the 4th quarter valued at about $56,171,000. Savant Capital LLC grew its stake in Dimensional US Marketwide Value ETF by 9.5% during the 4th quarter. Savant Capital LLC now owns 16,271,791 shares of the company’s stock valued at $605,636,000 after acquiring an additional 1,411,505 shares in the last quarter. DiNuzzo Private Wealth Inc. purchased a new position in Dimensional US Marketwide Value ETF during the 4th quarter valued at about $18,659,000. Finally, Grunden Financial Advisory Inc. purchased a new position in Dimensional US Marketwide Value ETF during the 4th quarter valued at about $15,019,000.

Dimensional US Marketwide Value ETF Trading Down 2.6 %

NYSEARCA:DFUV traded down $1.06 on Friday, hitting $39.46. 292,107 shares of the company’s stock traded hands, compared to its average volume of 326,607. The company has a market cap of $10.33 billion, a PE ratio of 13.63 and a beta of 0.85. Dimensional US Marketwide Value ETF has a 1 year low of $31.76 and a 1 year high of $41.76. The firm has a 50-day moving average price of $39.73 and a 200-day moving average price of $39.27.

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.