Diversify Wealth Management LLC Takes $43.40 Million Position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Diversify Wealth Management LLC bought a new position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 1,212,165 shares of the company’s stock, valued at approximately $43,396,000. Dimensional US Core Equity Market ETF makes up 5.1% of Diversify Wealth Management LLC’s holdings, making the stock its largest position. Diversify Wealth Management LLC owned 0.80% of Dimensional US Core Equity Market ETF at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Aveo Capital Partners LLC raised its holdings in shares of Dimensional US Core Equity Market ETF by 3.9% during the 4th quarter. Aveo Capital Partners LLC now owns 1,010,013 shares of the company’s stock worth $33,583,000 after acquiring an additional 37,639 shares in the last quarter. Janney Montgomery Scott LLC purchased a new stake in Dimensional US Core Equity Market ETF during the fourth quarter valued at $850,000. Main Street Financial Solutions LLC lifted its position in Dimensional US Core Equity Market ETF by 5.4% during the fourth quarter. Main Street Financial Solutions LLC now owns 22,127 shares of the company’s stock valued at $736,000 after purchasing an additional 1,125 shares during the last quarter. D.A. Davidson & CO. grew its stake in shares of Dimensional US Core Equity Market ETF by 2.0% in the 4th quarter. D.A. Davidson & CO. now owns 110,450 shares of the company’s stock worth $3,672,000 after buying an additional 2,200 shares in the last quarter. Finally, Corient Private Wealth LLC increased its holdings in shares of Dimensional US Core Equity Market ETF by 3.1% in the 4th quarter. Corient Private Wealth LLC now owns 1,157,781 shares of the company’s stock worth $38,496,000 after buying an additional 34,360 shares during the last quarter.

Dimensional US Core Equity Market ETF Trading Up 0.7 %

Shares of NYSEARCA:DFAU opened at $38.73 on Friday. The company has a market cap of $5.87 billion, a price-to-earnings ratio of 22.05 and a beta of 1.02. Dimensional US Core Equity Market ETF has a 12 month low of $28.50 and a 12 month high of $39.16. The company has a 50-day moving average price of $38.01 and a 200 day moving average price of $36.91.

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.