Cypress Wealth Services LLC Trims Stock Holdings in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)

Cypress Wealth Services LLC lessened its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 1.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 61,294 shares of the company’s stock after selling 715 shares during the period. Cypress Wealth Services LLC’s holdings in Dimensional US Marketwide Value ETF were worth $2,555,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the business. CWM LLC increased its stake in Dimensional US Marketwide Value ETF by 8.6% during the 3rd quarter. CWM LLC now owns 90,986 shares of the company’s stock valued at $3,793,000 after purchasing an additional 7,207 shares in the last quarter. ShankerValleau Wealth Advisors Inc. boosted its stake in shares of Dimensional US Marketwide Value ETF by 88.4% during the 3rd quarter. ShankerValleau Wealth Advisors Inc. now owns 554,360 shares of the company’s stock worth $23,111,000 after acquiring an additional 260,155 shares during the last quarter. Brookstone Capital Management increased its stake in shares of Dimensional US Marketwide Value ETF by 8.9% in the 3rd quarter. Brookstone Capital Management now owns 15,083 shares of the company’s stock worth $629,000 after purchasing an additional 1,230 shares in the last quarter. Dynamic Advisor Solutions LLC lifted its position in Dimensional US Marketwide Value ETF by 3.4% during the third quarter. Dynamic Advisor Solutions LLC now owns 362,173 shares of the company’s stock valued at $15,099,000 after purchasing an additional 12,045 shares in the last quarter. Finally, Financial Synergies Wealth Advisors Inc. raised its stake in shares of Dimensional US Marketwide Value ETF by 1.1% in the third quarter. Financial Synergies Wealth Advisors Inc. now owns 314,172 shares of the company’s stock worth $13,098,000 after buying an additional 3,293 shares during the period.

Dimensional US Marketwide Value ETF Stock Down 0.1 %

DFUV stock traded down $0.06 during trading on Thursday, reaching $41.79. The company’s stock had a trading volume of 38,056 shares, compared to its average volume of 306,738. The company’s fifty day moving average is $40.69 and its 200-day moving average is $40.09. The company has a market capitalization of $10.94 billion, a P/E ratio of 13.63 and a beta of 0.85. Dimensional US Marketwide Value ETF has a 1 year low of $31.76 and a 1 year high of $41.91.

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.