Dimensional US Core Equity Market ETF $DFAU Stock Holdings Boosted by Private Wealth Management Group LLC

Private Wealth Management Group LLC raised its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 24.1% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 521,724 shares of the company’s stock after purchasing an additional 101,449 shares during the quarter. Dimensional US Core Equity Market ETF comprises approximately 6.6% of Private Wealth Management Group LLC’s holdings, making the stock its 3rd biggest holding. Private Wealth Management Group LLC owned approximately 0.25% of Dimensional US Core Equity Market ETF worth $23,874,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Bank of Montreal Can boosted its holdings in Dimensional US Core Equity Market ETF by 297.6% in the second quarter. Bank of Montreal Can now owns 3,193 shares of the company’s stock valued at $135,000 after acquiring an additional 2,390 shares during the last quarter. Promus Capital LLC acquired a new stake in Dimensional US Core Equity Market ETF during the second quarter worth about $195,000. BOS Asset Management LLC purchased a new position in shares of Dimensional US Core Equity Market ETF in the 2nd quarter worth about $219,000. Lodestone Wealth Management LLC purchased a new position in shares of Dimensional US Core Equity Market ETF in the 2nd quarter worth about $220,000. Finally, Parkwoods Wealth Partners LLC acquired a new position in shares of Dimensional US Core Equity Market ETF in the 2nd quarter valued at about $229,000.

Dimensional US Core Equity Market ETF Stock Performance

NYSEARCA DFAU opened at $47.43 on Monday. Dimensional US Core Equity Market ETF has a one year low of $33.06 and a one year high of $47.51. The company’s 50 day moving average price is $46.49 and its 200 day moving average price is $44.82. The firm has a market capitalization of $10.15 billion, a price-to-earnings ratio of 23.25 and a beta of 1.00.

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.