Northwest Wealth Management LLC Purchases 34,958 Shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Northwest Wealth Management LLC boosted its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 37.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 129,240 shares of the company’s stock after acquiring an additional 34,958 shares during the period. Dimensional US Marketwide Value ETF accounts for approximately 1.1% of Northwest Wealth Management LLC’s portfolio, making the stock its 21st largest holding. Northwest Wealth Management LLC’s holdings in Dimensional US Marketwide Value ETF were worth $5,289,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of DFUV. Crews Bank & Trust bought a new stake in shares of Dimensional US Marketwide Value ETF during the fourth quarter valued at about $25,000. Truvestments Capital LLC bought a new position in shares of Dimensional US Marketwide Value ETF in the third quarter worth approximately $30,000. Fortitude Family Office LLC increased 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 worth $32,000 after purchasing an additional 266 shares during the last quarter. Assetmark Inc. increased 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 worth $43,000 after purchasing an additional 534 shares during the last quarter. Finally, JDM Financial Group LLC bought a new position in shares of Dimensional US Marketwide Value ETF in the third quarter worth approximately $50,000.

Dimensional US Marketwide Value ETF Stock Performance

Shares of DFUV opened at $39.96 on Friday. The firm has a market cap of $10.46 billion, a price-to-earnings ratio of 16.69 and a beta of 0.85. The firm has a 50 day moving average price of $42.16 and a 200-day moving average price of $42.07. Dimensional US Marketwide Value ETF has a fifty-two week low of $38.09 and a fifty-two week high of $44.61.

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.