Baker Tilly Wealth Management LLC Sells 63,720 Shares of Dimensional U.S. Equity ETF $DFUS

Baker Tilly Wealth Management LLC trimmed its position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 48.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 66,946 shares of the company’s stock after selling 63,720 shares during the period. Dimensional U.S. Equity ETF accounts for 1.2% of Baker Tilly Wealth Management LLC’s portfolio, making the stock its 23rd biggest position. Baker Tilly Wealth Management LLC’s holdings in Dimensional U.S. Equity ETF were worth $4,965,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in DFUS. Sincerus Advisory LLC boosted its holdings in shares of Dimensional U.S. Equity ETF by 1.5% during the 4th quarter. Sincerus Advisory LLC now owns 9,138 shares of the company’s stock valued at $678,000 after buying an additional 137 shares in the last quarter. SageOak Financial LLC increased its stake in shares of Dimensional U.S. Equity ETF by 3.3% in the 3rd quarter. SageOak Financial LLC now owns 4,755 shares of the company’s stock worth $344,000 after acquiring an additional 151 shares in the last quarter. Huntington National Bank increased its stake in shares of Dimensional U.S. Equity ETF by 1.7% in the 3rd quarter. Huntington National Bank now owns 9,279 shares of the company’s stock worth $672,000 after acquiring an additional 151 shares in the last quarter. Forum Private Client Group LLC lifted its position in Dimensional U.S. Equity ETF by 1.2% during the 2nd quarter. Forum Private Client Group LLC now owns 12,796 shares of the company’s stock valued at $858,000 after acquiring an additional 152 shares during the period. Finally, Sagespring Wealth Partners LLC boosted its stake in Dimensional U.S. Equity ETF by 2.7% during the third quarter. Sagespring Wealth Partners LLC now owns 5,976 shares of the company’s stock worth $433,000 after acquiring an additional 157 shares in the last quarter.

Dimensional U.S. Equity ETF Stock Performance

Shares of DFUS opened at $70.74 on Monday. The stock has a market cap of $17.33 billion, a PE ratio of 24.45 and a beta of 1.01. Dimensional U.S. Equity ETF has a fifty-two week low of $52.10 and a fifty-two week high of $76.08. The firm’s 50-day simple moving average is $74.51 and its two-hundred day simple moving average is $73.69.

Dimensional U.S. Equity ETF Company Profile

The Dimensional U.S. Equity ETF (DFUS) is an exchange-traded fund that mostly invests in total market equity. The fund actively selects US equities of all sizes weighted by market capitalization in seeking to provide long-term capital appreciation. DFUS was launched on Sep 25, 2001 and is managed by Dimensional.