Heritage Investment Group Inc. Has $41.23 Million Stock Holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Heritage Investment Group Inc. lowered its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.5% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 988,838 shares of the company’s stock after selling 15,379 shares during the quarter. Dimensional US Marketwide Value ETF comprises 7.8% of Heritage Investment Group Inc.’s portfolio, making the stock its 4th largest position. Heritage Investment Group Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $41,225,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the company. Mercer Global Advisors Inc. ADV raised its stake in Dimensional US Marketwide Value ETF by 12.3% during the second quarter. Mercer Global Advisors Inc. ADV now owns 28,965,684 shares of the company’s stock worth $1,101,332,000 after acquiring an additional 3,172,378 shares during the period. Envestnet Asset Management Inc. lifted its holdings in shares of Dimensional US Marketwide Value ETF by 13.0% in the 2nd quarter. Envestnet Asset Management Inc. now owns 27,141,458 shares of the company’s stock worth $1,065,845,000 after purchasing an additional 3,132,700 shares during the last quarter. Savant Capital LLC boosted its position in Dimensional US Marketwide Value ETF by 10.7% during the 2nd quarter. Savant Capital LLC now owns 18,352,876 shares of the company’s stock valued at $720,717,000 after purchasing an additional 1,769,373 shares during the period. Creative Planning grew its stake in Dimensional US Marketwide Value ETF by 34.4% during the 2nd quarter. Creative Planning now owns 5,607,380 shares of the company’s stock worth $220,202,000 after buying an additional 1,433,941 shares during the last quarter. Finally, TCI Wealth Advisors Inc. increased its position in Dimensional US Marketwide Value ETF by 3.2% in the third quarter. TCI Wealth Advisors Inc. now owns 2,243,112 shares of the company’s stock worth $93,515,000 after buying an additional 69,782 shares during the period.

Dimensional US Marketwide Value ETF Stock Performance

Shares of Dimensional US Marketwide Value ETF stock traded down $0.26 during trading on Friday, hitting $43.00. 230,321 shares of the stock were exchanged, compared to its average volume of 294,290. The stock’s fifty day moving average is $41.85 and its 200 day moving average is $40.58. The stock has a market cap of $11.26 billion, a PE ratio of 13.63 and a beta of 0.85. Dimensional US Marketwide Value ETF has a 12 month low of $34.01 and a 12 month high of $44.00.

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.