Cascade Wealth Advisors Inc Buys Shares of 72,966 Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Cascade Wealth Advisors Inc purchased a new stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 72,966 shares of the company’s stock, valued at approximately $2,857,000. Dimensional US Marketwide Value ETF comprises about 2.4% of Cascade Wealth Advisors Inc’s holdings, making the stock its 14th biggest position.

Other institutional investors have also modified their holdings of the company. Tandem Wealth Advisors LLC bought a new position in shares of Dimensional US Marketwide Value ETF during the 4th quarter worth approximately $25,000. Sanctuary Wealth Management L.L.C. acquired a new position in shares of Dimensional US Marketwide Value ETF during the fourth quarter worth $25,000. Baker Avenue Asset Management LP acquired a new position in shares of Dimensional US Marketwide Value ETF during the third quarter worth $27,000. Able Wealth Management LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF during the 4th quarter valued at $30,000. Finally, Truvestments Capital LLC acquired a new stake in shares of Dimensional US Marketwide Value ETF in the 3rd quarter worth $33,000.

Dimensional US Marketwide Value ETF Price Performance

Shares of DFUV stock opened at $39.08 on Thursday. The stock’s fifty day moving average price is $39.50 and its 200 day moving average price is $38.66. Dimensional US Marketwide Value ETF has a 1-year low of $31.76 and a 1-year high of $40.96. The company has a market cap of $10.23 billion, a price-to-earnings ratio of 13.63 and a beta of 0.85.

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.