Cassady Schiller Wealth Management LLC Decreases Stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Cassady Schiller Wealth Management LLC cut its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 8.1% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 61,963 shares of the company’s stock after selling 5,430 shares during the quarter. Dimensional US Marketwide Value ETF comprises approximately 0.9% of Cassady Schiller Wealth Management LLC’s investment portfolio, making the stock its 22nd biggest position. Cassady Schiller Wealth Management LLC’s holdings in Dimensional US Marketwide Value ETF were worth $2,536,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Crews Bank & Trust acquired a new stake in shares of Dimensional US Marketwide Value ETF in the 4th quarter worth $25,000. Truvestments Capital LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF during the 3rd quarter worth about $30,000. Fortitude Family Office LLC increased its position in shares of Dimensional US Marketwide Value ETF by 50.8% during the 4th quarter. Fortitude Family Office LLC now owns 790 shares of the company’s stock worth $32,000 after purchasing an additional 266 shares during the last quarter. Assetmark Inc. increased its position in shares of Dimensional US Marketwide Value ETF by 104.5% during the 4th quarter. Assetmark Inc. now owns 1,045 shares of the company’s stock worth $43,000 after purchasing an additional 534 shares during the last quarter. Finally, JDM Financial Group LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF during the 3rd quarter worth about $50,000.

Dimensional US Marketwide Value ETF Trading Up 2.0 %

Shares of NYSEARCA:DFUV opened at $40.74 on Monday. The business has a 50-day moving average price of $42.15 and a 200 day moving average price of $42.08. The company has a market capitalization of $10.67 billion, a price-to-earnings ratio of 16.69 and a beta of 0.85. Dimensional US Marketwide Value ETF has a 12-month low of $38.09 and a 12-month high of $44.61.

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.