Addison Advisors LLC Boosts Stock Holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Addison Advisors LLC boosted its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 3.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 297,266 shares of the company’s stock after acquiring an additional 8,863 shares during the quarter. Dimensional US Marketwide Value ETF accounts for 3.4% of Addison Advisors LLC’s portfolio, making the stock its 6th largest position. Addison Advisors LLC owned approximately 0.11% of Dimensional US Marketwide Value ETF worth $12,164,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in Dimensional US Marketwide Value ETF by 6.5% during the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 2,635,288 shares of the company’s stock worth $107,836,000 after buying an additional 160,394 shares in the last quarter. Cerity Partners LLC lifted its position in Dimensional US Marketwide Value ETF by 3.0% during the 3rd quarter. Cerity Partners LLC now owns 2,510,125 shares of the company’s stock worth $104,647,000 after buying an additional 74,115 shares in the last quarter. TCI Wealth Advisors Inc. lifted its position in Dimensional US Marketwide Value ETF by 2.0% during the 4th quarter. TCI Wealth Advisors Inc. now owns 2,287,765 shares of the company’s stock worth $93,615,000 after buying an additional 44,653 shares in the last quarter. Root Financial Partners LLC lifted its position in Dimensional US Marketwide Value ETF by 31.9% during the 4th quarter. Root Financial Partners LLC now owns 1,518,933 shares of the company’s stock worth $62,155,000 after buying an additional 367,566 shares in the last quarter. Finally, RW Investment Management LLC lifted its position in Dimensional US Marketwide Value ETF by 1.1% during the 3rd quarter. RW Investment Management LLC now owns 1,357,995 shares of the company’s stock worth $56,615,000 after buying an additional 15,430 shares in the last quarter.

Dimensional US Marketwide Value ETF Price Performance

Shares of NYSEARCA:DFUV opened at $42.38 on Tuesday. The stock has a market capitalization of $11.10 billion, a PE ratio of 13.63 and a beta of 0.85. The company’s 50-day moving average price is $42.07 and its two-hundred day moving average price is $41.99. Dimensional US Marketwide Value ETF has a one year low of $38.09 and a one year high of $44.61.

Dimensional US Marketwide Value ETF Company 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.