Diversify Wealth Management LLC Trims Stake in Dimensional US Core Equity Market ETF $DFAU

Diversify Wealth Management LLC lessened its holdings in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 6.4% in the third quarter, Holdings Channel.com reports. The fund owned 1,119,298 shares of the company’s stock after selling 76,053 shares during the quarter. Dimensional US Core Equity Market ETF comprises 3.0% of Diversify Wealth Management LLC’s holdings, making the stock its 3rd largest holding. Diversify Wealth Management LLC’s holdings in Dimensional US Core Equity Market ETF were worth $52,260,000 as of its most recent filing with the SEC.

A number of other large investors also recently made changes to their positions in the stock. US Bancorp DE grew its stake in shares of Dimensional US Core Equity Market ETF by 5,595.9% during the third quarter. US Bancorp DE now owns 4,215 shares of the company’s stock worth $193,000 after purchasing an additional 4,141 shares during the period. MAI Capital Management boosted its holdings in Dimensional US Core Equity Market ETF by 4.7% during the third quarter. MAI Capital Management now owns 548,527 shares of the company’s stock worth $25,101,000 after buying an additional 24,445 shares during the last quarter. Vawter Financial Ltd. bought a new position in Dimensional US Core Equity Market ETF during the third quarter worth about $304,000. JFS Wealth Advisors LLC grew its position in shares of Dimensional US Core Equity Market ETF by 10.5% during the 3rd quarter. JFS Wealth Advisors LLC now owns 457,644 shares of the company’s stock worth $20,942,000 after buying an additional 43,378 shares during the period. Finally, Zhang Financial LLC increased its stake in shares of Dimensional US Core Equity Market ETF by 4.6% in the 3rd quarter. Zhang Financial LLC now owns 655,912 shares of the company’s stock valued at $30,015,000 after acquiring an additional 28,894 shares during the last quarter.

Dimensional US Core Equity Market ETF Price Performance

Shares of NYSEARCA:DFAU opened at $47.84 on Friday. The firm’s 50 day simple moving average is $47.54 and its 200 day simple moving average is $46.31. Dimensional US Core Equity Market ETF has a fifty-two week low of $33.06 and a fifty-two week high of $48.36. The company has a market capitalization of $10.59 billion, a price-to-earnings ratio of 23.25 and a beta of 1.00.

Dimensional US Core Equity Market ETF Profile

The Dimensional US Core Equity Market ETF (DFAU) is an exchange-traded fund that is based on the Russell 3000 index. The fund actively selects US equities of all sizes with a tilt toward small-cap companies, seeking to provide long-term capital appreciation. DFAU was launched on Nov 17, 2020 and is managed by Dimensional.