MGO One Seven LLC Expands Investment in Dimensional US ETF

MGO One Seven LLC has increased its investment in the Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 25.1% during the second quarter of the year. According to a recent filing with the Securities and Exchange Commission (SEC), the firm now holds 6,504 shares of the ETF, having acquired an additional 1,304 shares during this period. As of the latest disclosure, MGO One Seven LLC’s stake in the fund is valued at approximately $275,000.

Several institutional investors have also made adjustments to their holdings in the Dimensional US Marketwide Value ETF recently. Focus Partners Wealth increased its stake by 2.8% in the first quarter, bringing its total ownership to 14,874,351 shares, valued at $612,972,000. This increase followed the purchase of an additional 406,046 shares during the previous quarter.

Similarly, Northern Trust Corp raised its stake by 2.8%, now owning 6,136,156 shares valued at $252,871,000 after acquiring 169,418 shares. Focus Partners Advisor Solutions LLC also expanded its position by 2.2%, resulting in ownership of 4,654,595 shares valued at $191,816,000 after an increase of 98,320 shares.

Additionally, Empirical Financial Services LLC, operating under the name Empirical Wealth Management, increased its stake by 4.8%, holding 2,762,034 shares valued at $113,823,000 following the purchase of 126,746 shares. TCI Wealth Advisors Inc. also reported a significant increase of 10.8% in the second quarter, now owning 2,741,948 shares valued at $115,930,000 after acquiring 266,152 shares.

Dimensional US Marketwide Value ETF Performance

As of Monday, the Dimensional US Marketwide Value ETF opened at $44.24. The fund’s 50-day moving average stands at $44.26, while its 200-day moving average is at $42.08. Over the past year, the ETF has reached a low of $35.38 and a high of $45.34. The firm boasts a market capitalization of $12.15 billion, a price-to-earnings (PE) ratio of 15.88, and a beta of 1.12.

About Dimensional US Marketwide Value ETF

The Dimensional US Marketwide Value ETF, launched on December 16, 1998, is an actively managed fund that invests based on the Russell 3000 Value index. The fund focuses on US stocks identified for their value characteristics, aiming to provide long-term capital appreciation. As interest in value investing continues, the ETF remains a prominent choice for investors looking for exposure to this segment of the market.

For those interested in tracking institutional holdings, detailed information is available through various financial platforms, including recent filings and trades related to the Dimensional US Marketwide Value ETF.