Dimensional US Marketwide Value ETF $DFUV Stock: Sax Wealth Advisors LLC Lowers Holdings

Sax Wealth Advisors LLC trimmed its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 2.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 791,903 shares of the company’s stock after selling 22,132 shares during the period. Dimensional US Marketwide Value ETF makes up 1.2% of Sax Wealth Advisors LLC’s portfolio, making the stock its 17th biggest position. Sax Wealth Advisors LLC owned 0.29% of Dimensional US Marketwide Value ETF worth $43,555,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of DFUV. SB Capital Management Inc bought a new stake in shares of Dimensional US Marketwide Value ETF in the 4th quarter worth $12,328,000. Integrated Wealth Concepts LLC lifted its holdings in shares of Dimensional US Marketwide Value ETF by 1.5% during the 2nd quarter. Integrated Wealth Concepts LLC now owns 770,681 shares of the company’s stock valued at $42,395,000 after buying an additional 11,634 shares during the last quarter. Factor Wealth Management LTD lifted its holdings in Dimensional US Marketwide Value ETF by 33.0% in the 1st quarter. Factor Wealth Management LTD now owns 718,370 shares of the company’s stock worth $34,812,000 after purchasing an additional 178,352 shares during the last quarter. Money Concepts Capital Corp acquired a new position in shares of Dimensional US Marketwide Value ETF during the first quarter worth approximately $650,000. Finally, Summit Wealth Group LLC increased its position in shares of Dimensional US Marketwide Value ETF by 3.4% during the first quarter. Summit Wealth Group LLC now owns 311,177 shares of the company’s stock valued at $15,080,000 after purchasing an additional 10,350 shares during the period.

Dimensional US Marketwide Value ETF Stock Down 0.2%

Dimensional US Marketwide Value ETF stock traded down $0.13 during mid-day trading on Tuesday, hitting $55.82. 80,047 shares of the company were exchanged, compared to its average volume of 444,268. The company has a market capitalization of $15.34 billion, a PE ratio of 15.88 and a beta of 0.90. Dimensional US Marketwide Value ETF has a 1-year low of $43.65 and a 1-year high of $57.89. The business has a fifty day moving average of $56.64 and a 200 day moving average of $54.26.

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.