Empirical Financial Services LLC d.b.a. Empirical Wealth Management Boosts Stake in Dimensional US Marketwide Value ETF $DFUV

Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 6.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,058,248 shares of the company’s stock after purchasing an additional 176,588 shares during the quarter. Dimensional US Marketwide Value ETF comprises 2.5% of Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s investment portfolio, making the stock its 8th biggest position. Empirical Financial Services LLC d.b.a. Empirical Wealth Management owned about 1.11% of Dimensional US Marketwide Value ETF worth $142,484,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. Wealthcare Advisory Partners LLC increased its holdings in shares of Dimensional US Marketwide Value ETF by 0.9% in the fourth quarter. Wealthcare Advisory Partners LLC now owns 24,650 shares of the company’s stock worth $1,148,000 after purchasing an additional 219 shares during the period. Mustard Seed Financial LLC grew its position in Dimensional US Marketwide Value ETF by 1.0% during the third quarter. Mustard Seed Financial LLC now owns 22,445 shares of the company’s stock worth $1,003,000 after buying an additional 226 shares in the last quarter. IFG Advisors LLC grew its position in Dimensional US Marketwide Value ETF by 0.6% during the third quarter. IFG Advisors LLC now owns 41,408 shares of the company’s stock worth $1,851,000 after buying an additional 227 shares in the last quarter. Warwick Investment Management Inc. increased its stake in Dimensional US Marketwide Value ETF by 0.4% in the 3rd quarter. Warwick Investment Management Inc. now owns 51,542 shares of the company’s stock worth $2,303,000 after acquiring an additional 228 shares during the last quarter. Finally, TAGStone Capital Inc. raised its holdings in shares of Dimensional US Marketwide Value ETF by 0.4% in the 3rd quarter. TAGStone Capital Inc. now owns 51,545 shares of the company’s stock valued at $2,304,000 after acquiring an additional 228 shares in the last quarter.

Dimensional US Marketwide Value ETF Trading Up 0.3%

Shares of DFUV opened at $48.60 on Thursday. Dimensional US Marketwide Value ETF has a 12-month low of $35.38 and a 12-month high of $51.12. The company has a market cap of $13.39 billion, a PE ratio of 15.88 and a beta of 0.96. The stock has a 50-day moving average price of $49.31 and a 200-day moving average price of $46.97.

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.