Plancorp LLC Has $334.11 Million Position in Dimensional U.S. Equity ETF $DFUS

Plancorp LLC lowered its stake in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 1.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,504,583 shares of the company’s stock after selling 67,657 shares during the period. Dimensional U.S. Equity ETF makes up about 10.1% of Plancorp LLC’s investment portfolio, making the stock its 3rd largest holding. Plancorp LLC owned approximately 1.84% of Dimensional U.S. Equity ETF worth $334,105,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Embree Financial Group acquired a new stake in shares of Dimensional U.S. Equity ETF during the fourth quarter worth $11,392,000. Allodium Investment Consultants LLC boosted its position in shares of Dimensional U.S. Equity ETF by 7.0% in the 4th quarter. Allodium Investment Consultants LLC now owns 335,103 shares of the company’s stock valued at $24,855,000 after purchasing an additional 21,789 shares during the period. Aspen Wealth Management LLC increased its stake in Dimensional U.S. Equity ETF by 3.7% in the 4th quarter. Aspen Wealth Management LLC now owns 754,415 shares of the company’s stock worth $55,955,000 after purchasing an additional 26,675 shares in the last quarter. DAVENPORT & Co LLC purchased a new position in Dimensional U.S. Equity ETF in the 4th quarter worth about $782,000. Finally, Focus Partners Wealth raised its holdings in Dimensional U.S. Equity ETF by 13.8% during the 3rd quarter. Focus Partners Wealth now owns 9,198,125 shares of the company’s stock worth $667,584,000 after buying an additional 1,113,200 shares during the period.

Dimensional U.S. Equity ETF Trading Up 0.6%

DFUS stock opened at $80.72 on Thursday. Dimensional U.S. Equity ETF has a one year low of $62.35 and a one year high of $80.87. The firm has a market capitalization of $20.47 billion, a PE ratio of 24.45 and a beta of 1.01. The firm has a 50-day moving average of $74.69 and a two-hundred day moving average of $74.51.

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.