Plancorp LLC Has $305.42 Million Position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Plancorp LLC decreased its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 3.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,790,947 shares of the company’s stock after selling 172,987 shares during the period. Dimensional U.S. Equity ETF comprises about 12.5% of Plancorp LLC’s investment portfolio, making the stock its 2nd biggest holding. Plancorp LLC’s holdings in Dimensional U.S. Equity ETF were worth $305,423,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Lakeshore Financial Planning Inc. increased its holdings in shares of Dimensional U.S. Equity ETF by 16.1% in the 4th quarter. Lakeshore Financial Planning Inc. now owns 25,768 shares of the company’s stock worth $1,643,000 after purchasing an additional 3,567 shares in the last quarter. Elevate Wealth Advisory Inc. grew its holdings in shares of Dimensional U.S. Equity ETF by 1.6% in the fourth quarter. Elevate Wealth Advisory Inc. now owns 44,136 shares of the company’s stock worth $2,814,000 after acquiring an additional 704 shares during the period. L.K. Benson & Company P.C. bought a new stake in shares of Dimensional U.S. Equity ETF in the fourth quarter worth $3,615,000. SageOak Financial LLC bought a new stake in shares of Dimensional U.S. Equity ETF in the fourth quarter worth $233,000. Finally, VSM Wealth Advisory LLC bought a new stake in shares of Dimensional U.S. Equity ETF in the fourth quarter worth $6,650,000.

Dimensional U.S. Equity ETF Price Performance

Shares of DFUS opened at $61.27 on Friday. Dimensional U.S. Equity ETF has a one year low of $53.72 and a one year high of $66.78. The firm has a market capitalization of $13.48 billion, a P/E ratio of 24.20 and a beta of 1.01. The business has a fifty day moving average of $64.25 and a 200 day moving average of $63.70.

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.