Aegis Wealth Management LLC Trims Stock Position in Dimensional US Core Equity Market ETF $DFAU

Aegis Wealth Management LLC trimmed its position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 15.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 137,683 shares of the company’s stock after selling 25,779 shares during the period. Dimensional US Core Equity Market ETF makes up approximately 3.6% of Aegis Wealth Management LLC’s holdings, making the stock its 8th biggest holding. Aegis Wealth Management LLC’s holdings in Dimensional US Core Equity Market ETF were worth $6,444,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of DFAU. Brighton Jones LLC lifted its holdings in shares of Dimensional US Core Equity Market ETF by 11.0% in the 4th quarter. Brighton Jones LLC now owns 989,254 shares of the company’s stock valued at $40,055,000 after acquiring an additional 98,296 shares during the last quarter. Royal Bank of Canada lifted its stake in shares of Dimensional US Core Equity Market ETF by 4.7% in the 1st quarter. Royal Bank of Canada now owns 219,696 shares of the company’s stock valued at $8,446,000 after purchasing an additional 9,918 shares during the last quarter. AQR Capital Management LLC lifted its stake in shares of Dimensional US Core Equity Market ETF by 24.8% in the 1st quarter. AQR Capital Management LLC now owns 69,878 shares of the company’s stock valued at $2,686,000 after purchasing an additional 13,895 shares during the last quarter. Jane Street Group LLC purchased a new position in shares of Dimensional US Core Equity Market ETF in the 1st quarter worth approximately $2,576,000. Finally, Northwestern Mutual Wealth Management Co. boosted its holdings in shares of Dimensional US Core Equity Market ETF by 69.5% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 36,220 shares of the company’s stock worth $1,534,000 after purchasing an additional 14,847 shares during the period.

Dimensional US Core Equity Market ETF Stock Performance

NYSEARCA DFAU opened at $44.03 on Friday. The business’s 50 day moving average price is $47.01 and its 200-day moving average price is $46.60. 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 cap of $9.75 billion, a P/E 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.