Dimensional US Core Equity Market ETF $DFAU Shares Sold by HB Wealth Management LLC

HB Wealth Management LLC lowered its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 4.8% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 1,278,772 shares of the company’s stock after selling 64,528 shares during the period. HB Wealth Management LLC owned 0.56% of Dimensional US Core Equity Market ETF worth $57,698,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Sageworth Trust Co raised its position in shares of Dimensional US Core Equity Market ETF by 4,798.5% in the fourth quarter. Sageworth Trust Co now owns 4,504,629 shares of the company’s stock valued at $210,817,000 after buying an additional 4,412,669 shares during the last quarter. Mars Jewett Financial Group Inc. purchased a new position in shares of Dimensional US Core Equity Market ETF in the fourth quarter worth about $148,702,000. Annex Advisory Services LLC acquired a new position in Dimensional US Core Equity Market ETF during the fourth quarter worth about $134,254,000. Beacon Pointe Advisors LLC boosted its position in Dimensional US Core Equity Market ETF by 418.8% during the fourth quarter. Beacon Pointe Advisors LLC now owns 2,668,454 shares of the company’s stock worth $124,884,000 after acquiring an additional 2,154,091 shares during the last quarter. Finally, Apella Capital LLC grew its stake in Dimensional US Core Equity Market ETF by 1,877.7% during the 1st quarter. Apella Capital LLC now owns 2,153,540 shares of the company’s stock valued at $105,760,000 after acquiring an additional 2,044,648 shares in the last quarter.

Dimensional US Core Equity Market ETF Stock Performance

Shares of NYSEARCA DFAU opened at $51.54 on Friday. The stock has a market cap of $12.19 billion, a PE ratio of 23.25 and a beta of 1.00. Dimensional US Core Equity Market ETF has a 12-month low of $42.36 and a 12-month high of $52.38. The company has a 50-day moving average of $50.99 and a 200 day moving average of $48.45.

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.