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

Sax Wealth Advisors LLC decreased its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 2.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 813,382 shares of the company’s stock after selling 18,674 shares during the period. Dimensional US Marketwide Value ETF makes up 1.8% of Sax Wealth Advisors LLC’s portfolio, making the stock its 11th biggest position. Sax Wealth Advisors LLC’s holdings in Dimensional US Marketwide Value ETF were worth $37,895,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also modified their holdings of the company. Mercer Global Advisors Inc. ADV raised its holdings in shares of Dimensional US Marketwide Value ETF by 5.6% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 38,135,706 shares of the company’s stock valued at $1,704,285,000 after buying an additional 2,035,838 shares during the period. Focus Partners Wealth boosted its holdings in Dimensional US Marketwide Value ETF by 9.8% in the 3rd quarter. Focus Partners Wealth now owns 14,681,894 shares of the company’s stock worth $656,329,000 after acquiring an additional 1,316,062 shares during the period. McMill Wealth Management purchased a new position in Dimensional US Marketwide Value ETF in the 3rd quarter worth approximately $31,888,000. Index Fund Advisors Inc. grew its position in Dimensional US Marketwide Value ETF by 10.6% in the third quarter. Index Fund Advisors Inc. now owns 5,827,280 shares of the company’s stock valued at $260,421,000 after acquiring an additional 560,081 shares in the last quarter. Finally, TCI Wealth Advisors Inc. grew its position in Dimensional US Marketwide Value ETF by 10.9% in the third quarter. TCI Wealth Advisors Inc. now owns 3,041,107 shares of the company’s stock valued at $135,907,000 after acquiring an additional 299,159 shares in the last quarter.

Dimensional US Marketwide Value ETF Stock Up 0.5%

DFUV opened at $48.71 on Thursday. The firm’s 50 day moving average is $49.34 and its 200-day moving average is $46.84. Dimensional US Marketwide Value ETF has a 52-week low of $35.38 and a 52-week high of $51.12. The firm has a market capitalization of $13.42 billion, a P/E ratio of 15.88 and a beta of 0.96.

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.