Dimensional US Core Equity Market ETF $DFAU Stake Increased by Envision Financial Planning LLC

Envision Financial Planning LLC lifted its stake in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 4.8% in the first quarter, HoldingsChannel.com reports. The fund owned 523,955 shares of the company’s stock after acquiring an additional 23,951 shares during the quarter. Dimensional US Core Equity Market ETF accounts for approximately 8.6% of Envision Financial Planning LLC’s portfolio, making the stock its 2nd largest position. Envision Financial Planning LLC’s holdings in Dimensional US Core Equity Market ETF were worth $23,641,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in DFAU. UMB Bank n.a. purchased a new stake in Dimensional US Core Equity Market ETF during the fourth quarter valued at about $43,000. Turtle Creek Wealth Advisors LLC purchased a new position in shares of Dimensional US Core Equity Market ETF in the 1st quarter worth about $43,000. Godfrey Financial Associates Inc. purchased a new position in shares of Dimensional US Core Equity Market ETF in the 4th quarter worth about $70,000. SJS Investment Consulting Inc. increased its position in shares of Dimensional US Core Equity Market ETF by 33.6% during the 1st quarter. SJS Investment Consulting Inc. now owns 1,632 shares of the company’s stock valued at $74,000 after purchasing an additional 410 shares during the last quarter. Finally, PNC Financial Services Group Inc. bought a new position in shares of Dimensional US Core Equity Market ETF during the 1st quarter valued at about $101,000.

Dimensional US Core Equity Market ETF Trading Up 0.1%

Shares of NYSEARCA DFAU opened at $51.29 on Tuesday. The stock has a market cap of $12.29 billion, a price-to-earnings ratio of 23.25 and a beta of 1.00. Dimensional US Core Equity Market ETF has a 1-year low of $42.41 and a 1-year high of $52.38. The stock’s 50-day moving average is $51.49 and its 200 day moving average is $48.98.

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.