Dimensional US Core Equity Market ETF $DFAU Stock Position Decreased by Diversify Wealth Management LLC

Diversify Wealth Management LLC lessened its stake in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 1.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,105,138 shares of the company’s stock after selling 16,625 shares during the period. Dimensional US Core Equity Market ETF comprises 1.0% of Diversify Wealth Management LLC’s investment portfolio, making the stock its 19th largest holding. Diversify Wealth Management LLC owned about 0.48% of Dimensional US Core Equity Market ETF worth $54,240,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Tradewinds Capital Management LLC acquired a new stake in Dimensional US Core Equity Market ETF during the 4th quarter worth about $38,000. Turtle Creek Wealth Advisors LLC acquired a new stake in shares of Dimensional US Core Equity Market ETF during the 1st quarter valued at $43,000. UMB Bank n.a. acquired a new stake in shares of Dimensional US Core Equity Market ETF during the 4th quarter valued at $43,000. Godfrey Financial Associates Inc. purchased a new position in shares of Dimensional US Core Equity Market ETF during the 4th quarter valued at $70,000. Finally, SJS Investment Consulting Inc. grew its holdings in shares of Dimensional US Core Equity Market ETF by 33.6% during the 1st quarter. SJS Investment Consulting Inc. now owns 1,632 shares of the company’s stock valued at $74,000 after acquiring an additional 410 shares in the last quarter.

Dimensional US Core Equity Market ETF Stock Performance

Shares of NYSEARCA DFAU traded up $0.20 during mid-day trading on Friday, reaching $52.18. The company had a trading volume of 666,752 shares, compared to its average volume of 755,518. Dimensional US Core Equity Market ETF has a twelve month low of $42.36 and a twelve month high of $52.38. The stock’s 50 day moving average is $51.26 and its 200-day moving average is $48.63. The stock has a market capitalization of $12.44 billion, a PE ratio of 23.25 and a beta of 1.00.

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.