Jackson Thornton Wealth Management LLC Has $34.58 Million Position in Dimensional U.S. Equity ETF $DFUS

Jackson Thornton Wealth Management LLC increased its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 4.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 466,915 shares of the company’s stock after purchasing an additional 18,635 shares during the quarter. Dimensional U.S. Equity ETF accounts for 3.1% of Jackson Thornton Wealth Management LLC’s holdings, making the stock its 8th biggest position. Jackson Thornton Wealth Management LLC owned about 0.18% of Dimensional U.S. Equity ETF worth $34,580,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in DFUS. Evolution Wealth Management Inc. acquired a new position in Dimensional U.S. Equity ETF in the fourth quarter worth approximately $25,000. Winnow Wealth LLC acquired a new stake in shares of Dimensional U.S. Equity ETF during the 4th quarter valued at $26,000. Dunhill Financial LLC bought a new stake in shares of Dimensional U.S. Equity ETF during the 4th quarter worth $33,000. Abound Financial LLC bought a new stake in shares of Dimensional U.S. Equity ETF during the 4th quarter worth $34,000. Finally, Sound Income Strategies LLC acquired a new position in shares of Dimensional U.S. Equity ETF in the 4th quarter worth $38,000.

Dimensional U.S. Equity ETF Stock Down 0.6%

Shares of Dimensional U.S. Equity ETF stock opened at $81.78 on Wednesday. The stock’s fifty day moving average is $80.84 and its 200-day moving average is $76.62. The firm has a market capitalization of $20.97 billion, a PE ratio of 24.45 and a beta of 1.01. Dimensional U.S. Equity ETF has a 12-month low of $67.00 and a 12-month high of $82.96.

About Dimensional U.S. Equity ETF

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.