Dimensional U.S. Equity ETF $DFUS Stock: Forum Financial Management LP Cuts Stake

Forum Financial Management LP trimmed its stake in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 1.5% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 1,128,313 shares of the company’s stock after selling 17,103 shares during the quarter. Dimensional U.S. Equity ETF comprises about 1.2% of Forum Financial Management LP’s portfolio, making the stock its 12th biggest holding. Forum Financial Management LP’s holdings in Dimensional U.S. Equity ETF were worth $93,684,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of DFUS. Maseco LLP increased its position in shares of Dimensional U.S. Equity ETF by 0.4% in the first quarter. Maseco LLP now owns 7,486,563 shares of the company’s stock worth $530,947,000 after purchasing an additional 26,368 shares during the period. Root Financial Partners LLC raised its stake in Dimensional U.S. Equity ETF by 15.1% in the first quarter. Root Financial Partners LLC now owns 6,125,950 shares of the company’s stock valued at $434,391,000 after purchasing an additional 805,252 shares in the last quarter. Sax Wealth Advisors LLC raised its stake in Dimensional U.S. Equity ETF by 11.3% in the third quarter. Sax Wealth Advisors LLC now owns 4,731,975 shares of the company’s stock valued at $392,896,000 after purchasing an additional 481,353 shares in the last quarter. Great Waters Wealth Management raised its stake in Dimensional U.S. Equity ETF by 6.1% in the third quarter. Great Waters Wealth Management now owns 3,114,270 shares of the company’s stock valued at $258,578,000 after purchasing an additional 179,602 shares in the last quarter. Finally, TCI Wealth Advisors Inc. lifted its position in Dimensional U.S. Equity ETF by 4.8% during the first quarter. TCI Wealth Advisors Inc. now owns 3,321,432 shares of the company’s stock worth $235,523,000 after purchasing an additional 153,007 shares during the period.

Dimensional U.S. Equity ETF Stock Down 1.2%

DFUS opened at $83.00 on Friday. Dimensional U.S. Equity ETF has a twelve month low of $68.59 and a twelve month high of $85.27. The company has a 50-day simple moving average of $83.83 and a 200 day simple moving average of $81.17. The stock has a market capitalization of $21.20 billion, a price-to-earnings 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.