Grunden Financial Advisory Inc. Makes New Investment in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Grunden Financial Advisory Inc. bought a new position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) during the 4th quarter, according to the company in its most recent filing with the SEC. The fund bought 403,507 shares of the company’s stock, valued at approximately $15,019,000. Dimensional US Marketwide Value ETF accounts for about 8.4% of Grunden Financial Advisory Inc.’s investment portfolio, making the stock its 5th largest position. Grunden Financial Advisory Inc. owned approximately 0.16% of Dimensional US Marketwide Value ETF at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Fonville Wealth Management LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the 4th quarter worth approximately $2,248,000. Avior Wealth Management LLC grew its holdings in shares of Dimensional US Marketwide Value ETF by 630.7% in the 4th quarter. Avior Wealth Management LLC now owns 5,955 shares of the company’s stock worth $222,000 after acquiring an additional 5,140 shares during the period. Investment Advisory Group LLC grew its holdings in shares of Dimensional US Marketwide Value ETF by 1.6% in the 4th quarter. Investment Advisory Group LLC now owns 97,647 shares of the company’s stock worth $3,634,000 after acquiring an additional 1,499 shares during the period. Peirce Capital Management LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the 4th quarter worth approximately $6,698,000. Finally, Bay Colony Advisory Group Inc d b a Bay Colony Advisors grew its holdings in shares of Dimensional US Marketwide Value ETF by 13.5% in the 4th quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 22,926 shares of the company’s stock worth $853,000 after acquiring an additional 2,735 shares during the period.

Dimensional US Marketwide Value ETF Stock Up 0.1 %

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

Dimensional US Marketwide Value ETF Company 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.