Aegis Wealth Management LLC Decreases Stock Holdings in Dimensional US Marketwide Value ETF $DFUV

Aegis Wealth Management LLC trimmed its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 5.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 163,952 shares of the company’s stock after selling 9,912 shares during the period. Dimensional US Marketwide Value ETF comprises approximately 3.9% of Aegis Wealth Management LLC’s investment portfolio, making the stock its 7th biggest position. Aegis Wealth Management LLC owned approximately 0.06% of Dimensional US Marketwide Value ETF worth $7,327,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in DFUV. Assetmark Inc. lifted its stake in Dimensional US Marketwide Value ETF by 62.9% in the second quarter. Assetmark Inc. now owns 5,376 shares of the company’s stock valued at $227,000 after buying an additional 2,076 shares during the period. Baker Tilly Wealth Management LLC lifted its position in shares of Dimensional US Marketwide Value ETF by 1,209.9% during the 3rd quarter. Baker Tilly Wealth Management LLC now owns 310,665 shares of the company’s stock valued at $13,884,000 after acquiring an additional 286,948 shares during the period. Disciplined Equity Management Inc. boosted its stake in Dimensional US Marketwide Value ETF by 3.5% during 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 in the last quarter. Cerity Partners LLC grew its holdings in 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 purchasing an additional 212,379 shares during the period. Finally, Samalin Investment Counsel LLC increased its stake in Dimensional US Marketwide Value ETF by 6.3% in the second quarter. Samalin Investment Counsel LLC now owns 36,595 shares of the company’s stock valued at $1,547,000 after purchasing an additional 2,169 shares in the last quarter.

Dimensional US Marketwide Value ETF Stock Up 2.3%

Shares of NYSEARCA:DFUV opened at $50.50 on Monday. The stock’s 50 day moving average is $47.63 and its 200-day moving average is $45.44. Dimensional US Marketwide Value ETF has a twelve month low of $35.38 and a twelve month high of $50.58. The firm has a market capitalization of $13.92 billion, a price-to-earnings ratio of 15.88 and a beta of 0.96.

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.