Cascade Wealth Advisors Inc Buys 26,451 Shares of Dimensional US Marketwide Value ETF $DFUV

Cascade Wealth Advisors Inc raised its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 48.7% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 80,757 shares of the company’s stock after acquiring an additional 26,451 shares during the quarter. Dimensional US Marketwide Value ETF makes up approximately 1.8% of Cascade Wealth Advisors Inc’s holdings, making the stock its 18th largest position. Cascade Wealth Advisors Inc’s holdings in Dimensional US Marketwide Value ETF were worth $3,645,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Assetmark Inc. boosted its position in shares of Dimensional US Marketwide Value ETF by 62.9% in the 2nd quarter. Assetmark Inc. now owns 5,376 shares of the company’s stock worth $227,000 after purchasing an additional 2,076 shares in the last quarter. Samalin Investment Counsel LLC raised its stake in Dimensional US Marketwide Value ETF by 6.3% during the second quarter. Samalin Investment Counsel LLC now owns 36,595 shares of the company’s stock valued at $1,547,000 after buying an additional 2,169 shares during the last quarter. Baker Tilly Wealth Management LLC boosted its holdings in Dimensional US Marketwide Value ETF by 1,209.9% in the third quarter. Baker Tilly Wealth Management LLC now owns 310,665 shares of the company’s stock worth $13,884,000 after acquiring an additional 286,948 shares in the last quarter. Disciplined Equity Management Inc. grew its stake in shares of Dimensional US Marketwide Value ETF by 3.5% in the third quarter. Disciplined Equity Management Inc. now owns 772,762 shares of the company’s stock worth $34,535,000 after acquiring an additional 25,896 shares during the last quarter. Finally, Cerity Partners LLC grew its stake in shares of Dimensional US Marketwide Value ETF by 8.8% in the second quarter. Cerity Partners LLC now owns 2,630,826 shares of the company’s stock worth $111,231,000 after acquiring an additional 212,379 shares during the last quarter.

Dimensional US Marketwide Value ETF Price Performance

DFUV opened at $50.51 on Monday. The stock has a 50-day moving average price of $48.86 and a 200-day moving average price of $46.25. The firm has a market cap of $13.92 billion, a PE ratio of 15.88 and a beta of 0.96. Dimensional US Marketwide Value ETF has a 1 year low of $35.38 and a 1 year high of $51.12.

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.