Baker Tilly Wealth Management LLC Sells 145,285 Shares of Dimensional US Marketwide Value ETF $DFUV

Baker Tilly Wealth Management LLC cut its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 46.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 165,380 shares of the company’s stock after selling 145,285 shares during the quarter. Dimensional US Marketwide Value ETF comprises 1.9% of Baker Tilly Wealth Management LLC’s portfolio, making the stock its 9th largest position. Baker Tilly Wealth Management LLC owned approximately 0.06% of Dimensional US Marketwide Value ETF worth $7,705,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. Threadgill Financial LLC acquired a new position in shares of Dimensional US Marketwide Value ETF in the 4th quarter valued at $203,000. Bayshore Asset Management LLC grew its stake in shares of Dimensional US Marketwide Value ETF by 1.6% during the fourth quarter. Bayshore Asset Management LLC now owns 513,951 shares of the company’s stock worth $23,945,000 after purchasing an additional 7,984 shares during the period. Sovereign Financial Group Inc. increased its holdings in Dimensional US Marketwide Value ETF by 7.3% in the fourth quarter. Sovereign Financial Group Inc. now owns 9,975 shares of the company’s stock valued at $465,000 after purchasing an additional 680 shares during the last quarter. Henrickson Nauta Wealth Advisors Inc. bought a new stake in Dimensional US Marketwide Value ETF in the fourth quarter valued at about $236,000. Finally, Yeomans Consulting Group Inc. lifted its stake in Dimensional US Marketwide Value ETF by 2.7% in the fourth quarter. Yeomans Consulting Group Inc. now owns 112,065 shares of the company’s stock valued at $5,221,000 after buying an additional 2,901 shares during the period.

Dimensional US Marketwide Value ETF Trading Down 1.0%

Shares of DFUV opened at $47.81 on Monday. The stock has a market cap of $13.18 billion, a P/E 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. The stock’s 50-day moving average price is $49.33 and its two-hundred day moving average price is $46.77.

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.