Tumwater Wealth Management LLC Takes $3.47 Million Position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Tumwater Wealth Management LLC acquired a new stake 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 Securities and Exchange Commission (SEC). The institutional investor acquired 84,677 shares of the company’s stock, valued at approximately $3,465,000. Dimensional US Marketwide Value ETF accounts for 1.8% of Tumwater Wealth Management LLC’s investment portfolio, making the stock its 7th largest holding.

Several other institutional investors have also recently made changes to their positions in DFUV. Crews Bank & Trust bought a new stake in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth about $25,000. Truvestments Capital LLC bought a new stake in shares of Dimensional US Marketwide Value ETF during the third quarter worth about $30,000. Fortitude Family Office LLC increased its position in shares of Dimensional US Marketwide Value ETF by 50.8% during the fourth quarter. Fortitude Family Office LLC now owns 790 shares of the company’s stock worth $32,000 after acquiring an additional 266 shares in the last quarter. Assetmark Inc. increased its position in shares of Dimensional US Marketwide Value ETF by 104.5% during the fourth quarter. Assetmark Inc. now owns 1,045 shares of the company’s stock worth $43,000 after acquiring an additional 534 shares in the last quarter. Finally, JDM Financial Group LLC bought a new stake in shares of Dimensional US Marketwide Value ETF during the third quarter worth about $50,000.

Dimensional US Marketwide Value ETF Price Performance

NYSEARCA:DFUV opened at $40.74 on Friday. Dimensional US Marketwide Value ETF has a one year low of $38.09 and a one year high of $44.61. The firm has a 50-day moving average of $42.15 and a 200-day moving average of $42.07. The company has a market cap of $10.67 billion, a PE ratio of 16.69 and a beta of 0.85.

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.