Dimensional U.S. Equity ETF $DFUS is Foundry Financial LLC’s Largest Position

Foundry Financial LLC increased its position in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 44.2% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 673,205 shares of the company’s stock after purchasing an additional 206,258 shares during the quarter. Dimensional U.S. Equity ETF accounts for approximately 20.2% of Foundry Financial LLC’s investment portfolio, making the stock its largest holding. Foundry Financial LLC’s holdings in Dimensional U.S. Equity ETF were worth $47,737,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the company. Embree Financial Group purchased a new position in Dimensional U.S. Equity ETF during the 4th quarter worth approximately $11,392,000. Allodium Investment Consultants LLC lifted its stake in Dimensional U.S. Equity ETF by 7.0% during the 4th quarter. Allodium Investment Consultants LLC now owns 335,103 shares of the company’s stock valued at $24,855,000 after acquiring an additional 21,789 shares during the period. Aspen Wealth Management LLC boosted its holdings in shares of 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 valued at $55,955,000 after acquiring an additional 26,675 shares during the last quarter. Ridgeline Wealth LLC boosted its holdings in shares of Dimensional U.S. Equity ETF by 9.1% in the 4th quarter. Ridgeline Wealth LLC now owns 91,434 shares of the company’s stock valued at $6,782,000 after acquiring an additional 7,653 shares during the last quarter. Finally, DAVENPORT & Co LLC acquired a new stake in shares of Dimensional U.S. Equity ETF in the fourth quarter worth $782,000.

Dimensional U.S. Equity ETF Price Performance

NYSEARCA:DFUS opened at $80.19 on Friday. The company’s fifty day moving average price is $80.21 and its 200-day moving average price is $76.23. Dimensional U.S. Equity ETF has a 1-year low of $66.28 and a 1-year high of $82.96. The firm has a market capitalization of $20.34 billion, a P/E ratio of 24.45 and a beta of 1.01.

Dimensional U.S. Equity ETF Company Profile

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.