Dimensional U.S. Equity ETF $DFUS is Disciplined Equity Management Inc.’s Largest Position

Disciplined Equity Management Inc. raised its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 2.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 526,581 shares of the company’s stock after acquiring an additional 13,902 shares during the period. Dimensional U.S. Equity ETF makes up approximately 20.2% of Disciplined Equity Management Inc.’s investment portfolio, making the stock its largest position. Disciplined Equity Management Inc.’s holdings in Dimensional U.S. Equity ETF were worth $39,057,000 as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of the business. Greenspring Advisors LLC purchased a new stake in shares of Dimensional U.S. Equity ETF in the third quarter valued at about $1,048,000. Baker Tilly Wealth Management LLC acquired a new stake in Dimensional U.S. Equity ETF during the third quarter worth about $9,465,000. Beacon Pointe Advisors LLC raised its stake in Dimensional U.S. Equity ETF by 1.3% during the second quarter. Beacon Pointe Advisors LLC now owns 354,270 shares of the company’s stock worth $23,743,000 after purchasing an additional 4,524 shares during the period. Asset Dedication LLC raised its stake in Dimensional U.S. Equity ETF by 6.6% during the second quarter. Asset Dedication LLC now owns 670,487 shares of the company’s stock worth $44,936,000 after purchasing an additional 41,469 shares during the period. Finally, Aspen Wealth Management LLC boosted its holdings in Dimensional U.S. Equity ETF by 3.7% in the 4th quarter. Aspen Wealth Management LLC now owns 754,415 shares of the company’s stock valued at $55,955,000 after purchasing an additional 26,675 shares during the last quarter.

Dimensional U.S. Equity ETF Price Performance

Dimensional U.S. Equity ETF stock opened at $69.19 on Friday. The firm has a 50 day simple moving average of $74.03 and a 200-day simple moving average of $73.67. The stock has a market cap of $16.95 billion, a price-to-earnings ratio of 24.45 and a beta of 1.01. Dimensional U.S. Equity ETF has a 1-year low of $52.10 and a 1-year high of $76.08.

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.