Empirical Financial Services LLC d.b.a. Empirical Wealth Management Has $154.81 Million Stake in Dimensional US Marketwide Value ETF $DFUV

Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 4.5% during the 1st quarter, Holdings Channel.com reports. The firm owned 3,194,495 shares of the company’s stock after purchasing an additional 136,247 shares during the quarter. Dimensional US Marketwide Value ETF accounts for approximately 2.7% of Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s investment portfolio, making the stock its 8th largest holding. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in Dimensional US Marketwide Value ETF were worth $154,805,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Corient Private Wealth LLC raised its stake in shares of 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 in the last quarter. Mercer Global Advisors Inc. ADV boosted its stake in Dimensional US Marketwide Value ETF by 5.6% during the third quarter. Mercer Global Advisors Inc. ADV now owns 38,135,706 shares of the company’s stock worth $1,704,285,000 after buying an additional 2,035,838 shares in the last quarter. Focus Partners Wealth boosted its stake in Dimensional US Marketwide Value ETF by 9.8% during the third quarter. Focus Partners Wealth now owns 14,681,894 shares of the company’s stock worth $656,329,000 after buying an additional 1,316,062 shares in the last quarter. Focus Partners Advisor Solutions LLC increased its holdings in Dimensional US Marketwide Value ETF by 22.7% in the 4th quarter. Focus Partners Advisor Solutions LLC now owns 4,636,422 shares of the company’s stock valued at $216,011,000 after buying an additional 857,772 shares during the period. Finally, Guardian Wealth Management LLC bought a new stake in Dimensional US Marketwide Value ETF in the 4th quarter valued at $39,840,000.

Dimensional US Marketwide Value ETF Stock Performance

Shares of DFUV stock opened at $55.02 on Tuesday. Dimensional US Marketwide Value ETF has a 52-week low of $41.62 and a 52-week high of $55.65. The stock has a market cap of $15.30 billion, a price-to-earnings ratio of 15.88 and a beta of 0.89. The firm has a fifty day moving average of $53.91 and a 200-day moving average of $50.86.

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.