Diversify Wealth Management LLC Has $54.24 Million Position in Dimensional US Core Equity Market ETF $DFAU

Diversify Wealth Management LLC lessened its holdings in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 1.5% during the 1st quarter, Holdings Channel.com reports. The fund owned 1,105,138 shares of the company’s stock after selling 16,625 shares during the period. Dimensional US Core Equity Market ETF comprises approximately 1.0% of Diversify Wealth Management LLC’s investment portfolio, making the stock its 19th biggest position. Diversify Wealth Management LLC’s holdings in Dimensional US Core Equity Market ETF were worth $54,240,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Warburton Capital Management LLC grew its position in Dimensional US Core Equity Market ETF by 2.7% in the fourth quarter. Warburton Capital Management LLC now owns 11,523 shares of the company’s stock worth $539,000 after acquiring an additional 306 shares in the last quarter. Mosaic Family Wealth Partners LLC boosted its holdings in Dimensional US Core Equity Market ETF by 1.8% in the first quarter. Mosaic Family Wealth Partners LLC now owns 18,223 shares of the company’s stock worth $822,000 after purchasing an additional 314 shares in the last quarter. Golden State Equity Partners increased its position in Dimensional US Core Equity Market ETF by 3.8% during the fourth quarter. Golden State Equity Partners now owns 9,057 shares of the company’s stock worth $424,000 after buying an additional 329 shares during the last quarter. Waterfront Wealth Inc. increased its position in Dimensional US Core Equity Market ETF by 0.3% during the fourth quarter. Waterfront Wealth Inc. now owns 114,048 shares of the company’s stock worth $5,452,000 after buying an additional 343 shares during the last quarter. Finally, Stewardship Advisors LLC raised its holdings in Dimensional US Core Equity Market ETF by 1.9% during the first quarter. Stewardship Advisors LLC now owns 18,974 shares of the company’s stock valued at $856,000 after buying an additional 349 shares in the last quarter.

Dimensional US Core Equity Market ETF Stock Up 0.4%

Shares of NYSEARCA:DFAU traded up $0.20 on Friday, reaching $52.18. The company had a trading volume of 666,752 shares, compared to its average volume of 755,518. Dimensional US Core Equity Market ETF has a twelve month low of $42.36 and a twelve month high of $52.38. The stock has a 50-day moving average price of $51.26 and a 200 day moving average price of $48.63. The stock has a market capitalization of $12.44 billion, a P/E ratio of 23.25 and a beta of 1.00.

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.