Cogent Strategic Wealth LLC Takes $2.28 Million Position in Dimensional US Core Equity Market ETF $DFAU

Cogent Strategic Wealth LLC purchased a new stake in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) during the fourth quarter, Holdings Channel.com reports. The fund purchased 47,934 shares of the company’s stock, valued at approximately $2,282,000. Dimensional US Core Equity Market ETF makes up about 2.5% of Cogent Strategic Wealth LLC’s investment portfolio, making the stock its 12th biggest holding.

A number of other institutional investors also recently modified their holdings of DFAU. Warburton Capital Management LLC grew its stake in Dimensional US Core Equity Market ETF by 2.7% in the 4th quarter. Warburton Capital Management LLC now owns 11,523 shares of the company’s stock valued at $539,000 after buying an additional 306 shares in the last quarter. Golden State Equity Partners grew its stake in Dimensional US Core Equity Market ETF by 3.8% in the 4th quarter. Golden State Equity Partners now owns 9,057 shares of the company’s stock worth $424,000 after buying an additional 329 shares in the last quarter. Waterfront Wealth Inc. grew its stake in Dimensional US Core Equity Market ETF by 0.3% in the 4th quarter. Waterfront Wealth Inc. now owns 114,048 shares of the company’s stock worth $5,452,000 after buying an additional 343 shares in the last quarter. Vestia Personal Wealth Advisors increased its holdings in shares of Dimensional US Core Equity Market ETF by 0.9% in the 4th quarter. Vestia Personal Wealth Advisors now owns 40,518 shares of the company’s stock worth $1,921,000 after buying an additional 352 shares during the last quarter. Finally, Dixon Fnancial Services Inc. boosted its holdings in shares of Dimensional US Core Equity Market ETF by 3.8% in the 4th quarter. Dixon Fnancial Services Inc. now owns 10,379 shares of the company’s stock worth $486,000 after purchasing an additional 383 shares in the last quarter.

Dimensional US Core Equity Market ETF Stock Performance

Shares of DFAU opened at $51.75 on Friday. Dimensional US Core Equity Market ETF has a fifty-two week low of $40.68 and a fifty-two week high of $52.38. The firm has a 50 day moving average price of $50.39 and a 200-day moving average price of $48.15. The firm has a market cap of $11.90 billion, a price-to-earnings 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.