Donalies Financial Planning LLC Takes Position in Dimensional US Core Equity Market ETF $DFAU

Donalies Financial Planning LLC acquired a new position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 69,934 shares of the company’s stock, valued at approximately $3,273,000. Dimensional US Core Equity Market ETF accounts for 2.8% of Donalies Financial Planning LLC’s portfolio, making the stock its 11th biggest position.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Sequoia Financial Advisors LLC raised its stake in Dimensional US Core Equity Market ETF by 1.7% during the fourth quarter. Sequoia Financial Advisors LLC now owns 7,125,424 shares of the company’s stock worth $333,470,000 after acquiring an additional 118,187 shares during the period. RVW Wealth LLC raised its stake in Dimensional US Core Equity Market ETF by 0.3% during the fourth quarter. RVW Wealth LLC now owns 4,512,375 shares of the company’s stock worth $211,179,000 after acquiring an additional 13,137 shares during the period. Sageworth Trust Co raised its stake in Dimensional US Core Equity Market ETF by 4,798.5% during the fourth quarter. Sageworth Trust Co now owns 4,504,629 shares of the company’s stock worth $210,817,000 after acquiring an additional 4,412,669 shares during the period. OneDigital Investment Advisors LLC raised its stake in Dimensional US Core Equity Market ETF by 6.0% during the third quarter. OneDigital Investment Advisors LLC now owns 3,994,457 shares of the company’s stock worth $182,786,000 after acquiring an additional 227,398 shares during the period. Finally, Allworth Financial LP raised its stake in Dimensional US Core Equity Market ETF by 4.6% during the third quarter. Allworth Financial LP now owns 3,989,254 shares of the company’s stock worth $182,548,000 after acquiring an additional 175,456 shares during the period.

Dimensional US Core Equity Market ETF Stock Down 0.5%

DFAU opened at $51.85 on Wednesday. The firm has a market cap of $11.92 billion, a price-to-earnings ratio of 23.25 and a beta of 1.00. Dimensional US Core Equity Market ETF has a fifty-two week low of $40.68 and a fifty-two week high of $52.38. The company’s 50-day moving average price is $50.07 and its 200 day moving average price is $48.06.

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.