Fonville Wealth Management LLC Makes New $2.25 Million Investment in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Fonville Wealth Management LLC acquired a new position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 60,400 shares of the company’s stock, valued at approximately $2,248,000.

A number of other large investors also recently bought and sold shares of the company. Tandem Wealth Advisors LLC purchased a new position in shares of Dimensional US Marketwide Value ETF in the 4th quarter valued at about $25,000. Baker Avenue Asset Management LP purchased a new position in shares of Dimensional US Marketwide Value ETF in the 3rd quarter valued at about $27,000. Truvestments Capital LLC purchased a new position in shares of Dimensional US Marketwide Value ETF in the 3rd quarter valued at about $33,000. Trifecta Capital Advisors LLC increased its holdings in shares of Dimensional US Marketwide Value ETF by 97.9% in the 4th quarter. Trifecta Capital Advisors LLC now owns 2,127 shares of the company’s stock valued at $79,000 after purchasing an additional 1,052 shares in the last quarter. Finally, Russell Investments Group Ltd. purchased a new position in shares of Dimensional US Marketwide Value ETF in the 2nd quarter valued at about $86,000.

Dimensional US Marketwide Value ETF Trading Up 0.1 %

Shares of DFUV traded up $0.04 during trading hours on Thursday, reaching $38.57. The company had a trading volume of 377,358 shares, compared to its average volume of 326,271. The firm has a 50 day simple moving average of $39.26 and a 200-day simple moving average of $36.66. The company has a market capitalization of $9.68 billion, a price-to-earnings ratio of 11.74 and a beta of 1.12. Dimensional US Marketwide Value ETF has a 12-month low of $31.76 and a 12-month high of $40.96.

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.