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

Cassady Schiller Wealth Management LLC decreased its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 0.7% during the 3rd quarter, HoldingsChannel reports. The fund owned 67,393 shares of the company’s stock after selling 493 shares during the period. Dimensional US Marketwide Value ETF comprises approximately 1.0% of Cassady Schiller Wealth Management LLC’s portfolio, making the stock its 21st biggest holding. 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 reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Squire Investment Management Company LLC grew its position in Dimensional US Marketwide Value ETF by 6.5% during the third quarter. Squire Investment Management Company LLC now owns 265,974 shares of the company’s stock worth $11,088,000 after buying an additional 16,175 shares in the last quarter. OneDigital Investment Advisors LLC lifted its position in shares of Dimensional US Marketwide Value ETF by 109.6% in the 3rd quarter. OneDigital Investment Advisors LLC now owns 372,843 shares of the company’s stock worth $15,544,000 after acquiring an additional 194,963 shares during the period. Vestia Personal Wealth Advisors grew its holdings in shares of Dimensional US Marketwide Value ETF by 2.8% during the 3rd quarter. Vestia Personal Wealth Advisors now owns 181,216 shares of the company’s stock worth $7,554,000 after purchasing an additional 4,971 shares in the last quarter. Northwest Wealth Management LLC grew its holdings in shares of Dimensional US Marketwide Value ETF by 5.4% during the 3rd quarter. Northwest Wealth Management LLC now owns 94,282 shares of the company’s stock worth $3,931,000 after purchasing an additional 4,812 shares in the last quarter. Finally, Addison Advisors LLC increased its position in shares of Dimensional US Marketwide Value ETF by 16.4% during the third quarter. Addison Advisors LLC now owns 288,403 shares of the company’s stock valued at $12,024,000 after purchasing an additional 40,671 shares during the period.

Dimensional US Marketwide Value ETF Price Performance

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

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.