ShankerValleau Wealth Advisors Inc. Sells 17,863 Shares of Dimensional US Marketwide Value ETF $DFUV

ShankerValleau Wealth Advisors Inc. reduced its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 3.3% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 526,180 shares of the company’s stock after selling 17,863 shares during the quarter. Dimensional US Marketwide Value ETF accounts for 7.7% of ShankerValleau Wealth Advisors Inc.’s portfolio, making the stock its 4th largest position. ShankerValleau Wealth Advisors Inc.’s holdings in Dimensional US Marketwide Value ETF were worth $28,940,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Corient Private Wealth LLC raised its position in Dimensional US Marketwide Value ETF by 51.1% in the fourth quarter. Corient Private Wealth LLC now owns 9,951,259 shares of the company’s stock valued at $463,629,000 after purchasing an additional 3,365,477 shares during the period. TCI Wealth Advisors Inc. boosted its position in shares of Dimensional US Marketwide Value ETF by 4.4% during the first quarter. TCI Wealth Advisors Inc. now owns 3,464,039 shares of the company’s stock worth $167,867,000 after buying an additional 144,548 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its position in shares of Dimensional US Marketwide Value ETF by 4.5% during the first quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,194,495 shares of the company’s stock worth $154,805,000 after buying an additional 136,247 shares during the period. Evanson Financial LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the second quarter valued at $72,471,000. Finally, Apella Capital LLC grew its stake in shares of Dimensional US Marketwide Value ETF by 45.6% in the first quarter. Apella Capital LLC now owns 1,074,939 shares of the company’s stock valued at $54,747,000 after buying an additional 336,721 shares in the last quarter.

Dimensional US Marketwide Value ETF Price Performance

Shares of DFUV stock traded down $0.07 on Friday, hitting $56.05. The stock had a trading volume of 282,624 shares, compared to its average volume of 442,328. The firm has a market capitalization of $15.40 billion, a P/E ratio of 15.88 and a beta of 0.90. Dimensional US Marketwide Value ETF has a 1 year low of $43.65 and a 1 year high of $57.89. The company’s 50 day moving average price is $56.58 and its 200-day moving average price is $54.43.

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.