Cascade Wealth Advisors Inc Has $930,000 Stock Position in Dimensional US Core Equity Market ETF $DFAU

Cascade Wealth Advisors Inc cut its stake in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 54.0% in the 3rd quarter, HoldingsChannel reports. The fund owned 19,943 shares of the company’s stock after selling 23,422 shares during the quarter. Dimensional US Core Equity Market ETF makes up 0.5% of Cascade Wealth Advisors Inc’s investment portfolio, making the stock its 29th largest position. Cascade Wealth Advisors Inc’s holdings in Dimensional US Core Equity Market ETF were worth $930,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. SJS Investment Consulting Inc. bought a new stake in Dimensional US Core Equity Market ETF in the 3rd quarter valued at about $55,000. Salomon & Ludwin LLC bought a new stake in shares of Dimensional US Core Equity Market ETF in the third quarter valued at approximately $139,000. Bank of Montreal Can grew its position in Dimensional US Core Equity Market ETF by 297.6% during the second quarter. Bank of Montreal Can now owns 3,193 shares of the company’s stock worth $135,000 after buying an additional 2,390 shares in the last quarter. US Bancorp DE grew its position in 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 buying an additional 4,141 shares in the last quarter. Finally, B.O.S.S. Retirement Advisors LLC bought a new position in Dimensional US Core Equity Market ETF during the 3rd quarter worth $209,000.

Dimensional US Core Equity Market ETF Stock Performance

NYSEARCA:DFAU opened at $47.56 on Monday. The company has a market cap of $10.53 billion, a price-to-earnings ratio of 23.25 and a beta of 1.00. 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 stock has a fifty day moving average price of $47.56 and a 200-day moving average price of $46.37.

Dimensional US Core Equity Market ETF Company 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.