Root Financial Partners LLC Grows Holdings in Dimensional US Core Equity Market ETF $DFAU

Root Financial Partners LLC lifted its position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 44.4% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 219,760 shares of the company’s stock after acquiring an additional 67,557 shares during the quarter. Dimensional US Core Equity Market ETF accounts for approximately 0.5% of Root Financial Partners LLC’s investment portfolio, making the stock its 24th biggest holding. Root Financial Partners LLC owned approximately 0.10% of Dimensional US Core Equity Market ETF worth $9,916,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of DFAU. Warburton Capital Management LLC increased its stake in shares of Dimensional US Core Equity Market ETF by 2.7% in the 4th quarter. Warburton Capital Management LLC now owns 11,523 shares of the company’s stock valued at $539,000 after purchasing an additional 306 shares in the last quarter. Golden State Equity Partners raised its holdings in Dimensional US Core Equity Market ETF by 3.8% in the 4th quarter. Golden State Equity Partners now owns 9,057 shares of the company’s stock worth $424,000 after purchasing an additional 329 shares during the period. Waterfront Wealth Inc. boosted 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 purchasing an additional 343 shares in the last quarter. Stewardship Advisors LLC grew its holdings in Dimensional US Core Equity Market ETF by 1.9% in the first quarter. Stewardship Advisors LLC now owns 18,974 shares of the company’s stock valued at $856,000 after purchasing an additional 349 shares during the period. Finally, Vestia Personal Wealth Advisors grew its holdings in Dimensional US Core Equity Market ETF by 0.9% in the fourth quarter. Vestia Personal Wealth Advisors now owns 40,518 shares of the company’s stock valued at $1,921,000 after purchasing an additional 352 shares during the period.

Dimensional US Core Equity Market ETF Price Performance

Dimensional US Core Equity Market ETF stock opened at $51.61 on Thursday. The stock has a market capitalization of $12.21 billion, a PE ratio of 23.25 and a beta of 1.00. The business has a 50 day simple moving average of $50.89 and a 200-day simple moving average of $48.39. Dimensional US Core Equity Market ETF has a 12 month low of $42.36 and a 12 month high of $52.38.

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.