Cascade Wealth Advisors Inc Increases Stock Position in Dimensional US Marketwide Value ETF $DFUV

Cascade Wealth Advisors Inc boosted its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 48.7% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 80,757 shares of the company’s stock after buying an additional 26,451 shares during the period. Dimensional US Marketwide Value ETF makes up 1.8% of Cascade Wealth Advisors Inc’s investment portfolio, making the stock its 18th largest position. Cascade Wealth Advisors Inc’s holdings in Dimensional US Marketwide Value ETF were worth $3,645,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Assetmark Inc. raised its stake in shares of Dimensional US Marketwide Value ETF by 62.9% in the second quarter. Assetmark Inc. now owns 5,376 shares of the company’s stock worth $227,000 after purchasing an additional 2,076 shares during the last quarter. Samalin Investment Counsel LLC boosted its position in shares of Dimensional US Marketwide Value ETF by 6.3% during the second quarter. Samalin Investment Counsel LLC now owns 36,595 shares of the company’s stock valued at $1,547,000 after buying an additional 2,169 shares during the last quarter. Baker Tilly Wealth Management LLC boosted its position in shares of Dimensional US Marketwide Value ETF by 1,209.9% during the third quarter. Baker Tilly Wealth Management LLC now owns 310,665 shares of the company’s stock valued at $13,884,000 after buying an additional 286,948 shares during the last quarter. Disciplined Equity Management Inc. increased its holdings in Dimensional US Marketwide Value ETF by 3.5% in the 3rd quarter. Disciplined Equity Management Inc. now owns 772,762 shares of the company’s stock worth $34,535,000 after buying an additional 25,896 shares in the last quarter. Finally, Cerity Partners LLC raised its position in Dimensional US Marketwide Value ETF by 8.8% in the 2nd quarter. Cerity Partners LLC now owns 2,630,826 shares of the company’s stock worth $111,231,000 after buying an additional 212,379 shares during the last quarter.

Dimensional US Marketwide Value ETF Stock Performance

DFUV opened at $50.51 on Monday. The company’s 50-day simple moving average is $48.86 and its two-hundred day simple moving average is $46.25. The stock has a market capitalization of $13.92 billion, a P/E ratio of 15.88 and a beta of 0.96. Dimensional US Marketwide Value ETF has a 52-week low of $35.38 and a 52-week high of $51.12.

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.