Financial Synergies Wealth Advisors Inc. Has $13.41 Million Stock Holdings in Dimensional US Marketwide Value ETF $DFUV

Financial Synergies Wealth Advisors Inc. increased its stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 0.3% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 317,230 shares of the company’s stock after purchasing an additional 1,098 shares during the quarter. Dimensional US Marketwide Value ETF makes up about 1.5% of Financial Synergies Wealth Advisors Inc.’s portfolio, making the stock its 14th largest holding. Financial Synergies Wealth Advisors Inc. owned about 0.12% of Dimensional US Marketwide Value ETF worth $13,412,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also added to or reduced their stakes in the stock. Focus Partners Wealth increased its position in Dimensional US Marketwide Value ETF by 2.8% during the 1st quarter. Focus Partners Wealth now owns 14,874,351 shares of the company’s stock worth $612,972,000 after purchasing an additional 406,046 shares in the last quarter. Northern Trust Corp increased its position in Dimensional US Marketwide Value ETF by 2.8% during the 1st quarter. Northern Trust Corp now owns 6,136,156 shares of the company’s stock worth $252,871,000 after purchasing an additional 169,418 shares in the last quarter. Focus Partners Advisor Solutions LLC increased its position in Dimensional US Marketwide Value ETF by 2.2% during the 1st quarter. Focus Partners Advisor Solutions LLC now owns 4,654,595 shares of the company’s stock worth $191,816,000 after purchasing an additional 98,320 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in Dimensional US Marketwide Value ETF by 4.8% during the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 2,762,034 shares of the company’s stock worth $113,823,000 after purchasing an additional 126,746 shares in the last quarter. Finally, TCI Wealth Advisors Inc. increased its position in Dimensional US Marketwide Value ETF by 10.8% during the 2nd quarter. TCI Wealth Advisors Inc. now owns 2,741,948 shares of the company’s stock worth $115,930,000 after purchasing an additional 266,152 shares in the last quarter.

Dimensional US Marketwide Value ETF Price Performance

DFUV stock opened at $44.24 on Friday. The company has a 50 day simple moving average of $44.26 and a 200 day simple moving average of $42.06. The stock has a market cap of $12.15 billion, a price-to-earnings ratio of 15.88 and a beta of 1.12. Dimensional US Marketwide Value ETF has a 1 year low of $35.38 and a 1 year high of $45.34.

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.