Cassady Schiller Wealth Management LLC Has $2.81 Million Position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Cassady Schiller Wealth Management LLC cut its holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 0.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 67,393 shares of the company’s stock after selling 493 shares during the quarter. Dimensional US Marketwide Value ETF comprises approximately 1.0% of Cassady Schiller Wealth Management LLC’s holdings, making the stock its 21st largest position. Cassady Schiller Wealth Management LLC’s holdings in Dimensional US Marketwide Value ETF were worth $2,810,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of DFUV. Oakworth Capital Inc. raised its stake in shares of Dimensional US Marketwide Value ETF by 4.2% in the 2nd quarter. Oakworth Capital Inc. now owns 6,681 shares of the company’s stock valued at $262,000 after acquiring an additional 269 shares in the last quarter. Quad Cities Investment Group LLC grew its holdings in Dimensional US Marketwide Value ETF by 3.1% during the second quarter. Quad Cities Investment Group LLC now owns 11,344 shares of the company’s stock valued at $445,000 after purchasing an additional 342 shares during the last quarter. Disciplined Investments LLC raised its position in shares of Dimensional US Marketwide Value ETF by 0.5% in the second quarter. Disciplined Investments LLC now owns 71,590 shares of the company’s stock valued at $2,811,000 after purchasing an additional 360 shares during the period. Investment Advisory Group LLC raised its position in shares of Dimensional US Marketwide Value ETF by 0.4% in the second quarter. Investment Advisory Group LLC now owns 98,027 shares of the company’s stock valued at $3,850,000 after purchasing an additional 380 shares during the period. Finally, LJI Wealth Management LLC lifted its stake in shares of Dimensional US Marketwide Value ETF by 1.4% in the second quarter. LJI Wealth Management LLC now owns 29,776 shares of the company’s stock worth $1,169,000 after buying an additional 412 shares during the last quarter.

Dimensional US Marketwide Value ETF Trading Down 0.6 %

NYSEARCA DFUV opened at $43.00 on Friday. The company has a market cap of $11.26 billion, a P/E ratio of 13.63 and a beta of 0.85. Dimensional US Marketwide Value ETF has a 1 year low of $34.01 and a 1 year high of $44.00. The company has a fifty day simple moving average of $41.85 and a 200 day simple moving average of $40.59.

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.