Annapolis Financial Services LLC Reduces Position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Annapolis Financial Services LLC cut its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 76.9% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 169,732 shares of the company’s stock after selling 564,993 shares during the period. Dimensional US Core Equity Market ETF accounts for 2.0% of Annapolis Financial Services LLC’s investment portfolio, making the stock its 16th largest holding. Annapolis Financial Services LLC’s holdings in Dimensional US Core Equity Market ETF were worth $6,202,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Salem Investment Counselors Inc. grew its position in shares of Dimensional US Core Equity Market ETF by 74.9% in the 1st quarter. Salem Investment Counselors Inc. now owns 768 shares of the company’s stock valued at $28,000 after buying an additional 329 shares during the last quarter. Evolution Advisers Inc. purchased a new position in shares of Dimensional US Core Equity Market ETF in the 4th quarter valued at $56,000. Geneos Wealth Management Inc. grew its position in shares of Dimensional US Core Equity Market ETF by 262.6% in the 4th quarter. Geneos Wealth Management Inc. now owns 2,230 shares of the company’s stock valued at $74,000 after buying an additional 1,615 shares during the last quarter. McGlone Suttner Wealth Management Inc. purchased a new position in shares of Dimensional US Core Equity Market ETF in the 4th quarter valued at $120,000. Finally, Planned Solutions Inc. purchased a new position in shares of Dimensional US Core Equity Market ETF in the 4th quarter valued at $130,000.

Dimensional US Core Equity Market ETF Trading Down 0.3 %

Shares of NYSEARCA DFAU traded down $0.11 during mid-day trading on Friday, reaching $37.49. The company had a trading volume of 519,871 shares, compared to its average volume of 457,043. The firm has a 50 day simple moving average of $36.58 and a two-hundred day simple moving average of $35.28. The stock has a market cap of $5.68 billion, a P/E ratio of 22.05 and a beta of 1.02. Dimensional US Core Equity Market ETF has a 52-week low of $28.50 and a 52-week high of $37.89.

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.