22,132 Dimensional US Marketwide Value ETF $DFUV Shares Sold by Sax Wealth Advisors LLC

Sax Wealth Advisors LLC lowered its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 2.7% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 791,903 shares of the company’s stock after selling 22,132 shares during the period. Dimensional US Marketwide Value ETF accounts for approximately 1.2% of Sax Wealth Advisors LLC’s holdings, making the stock its 17th largest position. Sax Wealth Advisors LLC’s holdings in Dimensional US Marketwide Value ETF were worth $43,555,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of DFUV. Corient Private Wealth LLC increased its holdings in shares of Dimensional US Marketwide Value ETF by 51.1% during the fourth quarter. Corient Private Wealth LLC now owns 9,951,259 shares of the company’s stock worth $463,629,000 after purchasing an additional 3,365,477 shares during the period. Evanson Financial LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF during the 2nd quarter worth approximately $72,471,000. Fischer Investment Strategies LLC bought a new stake in Dimensional US Marketwide Value ETF during the first quarter worth $20,716,000. Apella Capital LLC lifted its stake in Dimensional US Marketwide Value ETF by 45.6% during the first quarter. Apella Capital LLC now owns 1,074,939 shares of the company’s stock worth $54,747,000 after purchasing an additional 336,721 shares during the last quarter. Finally, Professional Financial Solutions LLC ADV acquired a new position in shares of Dimensional US Marketwide Value ETF during the 4th quarter worth $13,709,000.

Dimensional US Marketwide Value ETF Trading Down 0.2%

NYSEARCA DFUV traded down $0.13 during trading on Tuesday, hitting $55.82. 80,047 shares of the company’s stock were exchanged, compared to its average volume of 444,268. The company has a market cap of $15.34 billion, a PE ratio of 15.88 and a beta of 0.90. The stock’s 50 day moving average price is $56.64 and its two-hundred day moving average price is $54.26. Dimensional US Marketwide Value ETF has a fifty-two week low of $43.65 and a fifty-two week high of $57.89.

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.