Meridian Wealth Partners LLC Has $50.46 Million Stake in Dimensional US Core Equity Market ETF $DFAU

Meridian Wealth Partners LLC lessened its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 3.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,078,128 shares of the company’s stock after selling 33,330 shares during the quarter. Dimensional US Core Equity Market ETF makes up approximately 7.0% of Meridian Wealth Partners LLC’s investment portfolio, making the stock its 4th largest position. Meridian Wealth Partners LLC’s holdings in Dimensional US Core Equity Market ETF were worth $50,456,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in DFAU. Sageworth Trust Co raised its holdings in Dimensional US Core Equity Market ETF by 4,798.5% in the 4th quarter. Sageworth Trust Co now owns 4,504,629 shares of the company’s stock valued at $210,817,000 after buying an additional 4,412,669 shares during the last quarter. Annex Advisory Services LLC bought a new position in Dimensional US Core Equity Market ETF in the 4th quarter valued at approximately $134,254,000. 55 North Private Wealth LLC bought a new position in Dimensional US Core Equity Market ETF in the 4th quarter valued at approximately $75,301,000. Moneta Group Investment Advisors LLC bought a new position in Dimensional US Core Equity Market ETF in the 3rd quarter valued at approximately $41,150,000. Finally, Focus Partners Advisor Solutions LLC raised its holdings in Dimensional US Core Equity Market ETF by 24.4% in the 3rd quarter. Focus Partners Advisor Solutions LLC now owns 2,580,178 shares of the company’s stock valued at $119,259,000 after buying an additional 505,608 shares during the last quarter.

Dimensional US Core Equity Market ETF Price Performance

Shares of NYSEARCA DFAU opened at $51.30 on Friday. The company has a 50 day simple moving average of $49.81 and a 200 day simple moving average of $47.96. The firm has a market cap of $11.79 billion, a PE ratio of 23.25 and a beta of 1.00. Dimensional US Core Equity Market ETF has a 1 year low of $40.68 and a 1 year high of $52.38.

About Dimensional US Core Equity Market ETF

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.