Montis Financial LLC Takes $204,000 Position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Montis Financial LLC bought a new position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 5,450 shares of the company’s stock, valued at approximately $204,000.

Other institutional investors have also bought and sold shares of the company. GEM Asset Management LLC boosted its stake in shares of Dimensional US Core Equity Market ETF by 3.5% in the second quarter. GEM Asset Management LLC now owns 124,523 shares of the company’s stock worth $4,668,000 after acquiring an additional 4,265 shares during the period. Morling Financial Advisors LLC raised its position in shares of Dimensional US Core Equity Market ETF by 1.9% during the second quarter. Morling Financial Advisors LLC now owns 472,930 shares of the company’s stock valued at $17,730,000 after buying an additional 8,865 shares during the last quarter. MGO One Seven LLC lifted its holdings in shares of Dimensional US Core Equity Market ETF by 5.5% in the second quarter. MGO One Seven LLC now owns 65,411 shares of the company’s stock worth $2,452,000 after buying an additional 3,402 shares in the last quarter. Hutchinson Capital Management CA boosted its position in shares of Dimensional US Core Equity Market ETF by 1.6% during the second quarter. Hutchinson Capital Management CA now owns 155,285 shares of the company’s stock worth $5,822,000 after acquiring an additional 2,444 shares during the last quarter. Finally, Liberty Wealth Management LLC grew its stake in Dimensional US Core Equity Market ETF by 163.0% during the second quarter. Liberty Wealth Management LLC now owns 1,773,543 shares of the company’s stock valued at $66,490,000 after acquiring an additional 1,099,117 shares in the last quarter.

Dimensional US Core Equity Market ETF Stock Performance

Shares of NYSEARCA DFAU opened at $38.14 on Thursday. The company has a market cap of $5.78 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 $39.16. The firm’s fifty day moving average is $37.98 and its two-hundred day moving average is $36.87.

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.