Sax Wealth Advisors LLC Has $34.98 Million Holdings in Dimensional US Marketwide Value ETF $DFUV

Sax Wealth Advisors LLC trimmed its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) by 3.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 827,304 shares of the company’s stock after selling 25,288 shares during the period. Dimensional US Marketwide Value ETF accounts for about 2.1% of Sax Wealth Advisors LLC’s investment portfolio, making the stock its 10th biggest holding. Sax Wealth Advisors LLC owned approximately 0.30% of Dimensional US Marketwide Value ETF worth $34,978,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of DFUV. Simplicity Wealth LLC raised its stake in shares of Dimensional US Marketwide Value ETF by 2,001.6% during the first quarter. Simplicity Wealth LLC now owns 117,016 shares of the company’s stock worth $4,822,000 after buying an additional 111,448 shares during the last quarter. CX Institutional bought a new stake in shares of Dimensional US Marketwide Value ETF during the first quarter worth approximately $53,000. Zhang Financial LLC raised its stake in shares of Dimensional US Marketwide Value ETF by 7.0% during the first quarter. Zhang Financial LLC now owns 70,350 shares of the company’s stock worth $2,899,000 after buying an additional 4,577 shares during the last quarter. Fifth Third Bancorp raised its stake in shares of Dimensional US Marketwide Value ETF by 2.9% during the first quarter. Fifth Third Bancorp now owns 20,834 shares of the company’s stock worth $859,000 after buying an additional 584 shares during the last quarter. Finally, Everhart Financial Group Inc. bought a new stake in shares of Dimensional US Marketwide Value ETF during the first quarter worth approximately $230,000.

Dimensional US Marketwide Value ETF Price Performance

DFUV opened at $44.85 on Wednesday. The company has a market cap of $12.32 billion, a price-to-earnings ratio of 15.88 and a beta of 1.12. The firm has a 50 day simple moving average of $43.94 and a 200 day simple moving average of $41.90. Dimensional US Marketwide Value ETF has a fifty-two week low of $35.38 and a fifty-two week high of $45.34.

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.