Empirical Financial Services LLC d.b.a. Empirical Wealth Management Has $154.81 Million Holdings in Dimensional US Marketwide Value ETF $DFUV

Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 4.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 3,194,495 shares of the company’s stock after purchasing an additional 136,247 shares during the quarter. Dimensional US Marketwide Value ETF makes up about 2.7% of Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings, making the stock its 8th biggest position. Empirical Financial Services LLC d.b.a. Empirical Wealth Management owned approximately 1.15% of Dimensional US Marketwide Value ETF worth $154,805,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of DFUV. Rothschild Investment LLC bought a new stake in Dimensional US Marketwide Value ETF in the fourth quarter worth $27,000. Turtle Creek Wealth Advisors LLC acquired a new position in Dimensional US Marketwide Value ETF during the first quarter worth $33,000. VSM Wealth Advisory LLC bought a new position in Dimensional US Marketwide Value ETF during the fourth quarter valued at about $47,000. Arax Advisory Partners bought a new position in Dimensional US Marketwide Value ETF during the fourth quarter valued at about $53,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the fourth quarter worth about $64,000.

Dimensional US Marketwide Value ETF Stock Performance

DFUV opened at $55.02 on Tuesday. The company has a market cap of $15.30 billion, a PE ratio of 15.88 and a beta of 0.89. The stock has a 50-day moving average of $53.91 and a 200-day moving average of $50.86. Dimensional US Marketwide Value ETF has a 52-week low of $41.62 and a 52-week high of $55.65.

About Dimensional US Marketwide Value ETF

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.