Larry Mathis Financial Planning LLC Buys New Stake in Dimensional US Core Equity Market ETF $DFAU

Larry Mathis Financial Planning LLC bought a new stake in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 93,288 shares of the company’s stock, valued at approximately $4,366,000. Dimensional US Core Equity Market ETF comprises about 3.8% of Larry Mathis Financial Planning LLC’s holdings, making the stock its 5th biggest position.

Several other hedge funds also recently bought and sold shares of DFAU. Alpha Financial Advisors LLC boosted its stake in shares of Dimensional US Core Equity Market ETF by 6.4% during the third quarter. Alpha Financial Advisors LLC now owns 803,942 shares of the company’s stock valued at $36,788,000 after acquiring an additional 48,024 shares during the last quarter. Apella Capital LLC raised its stake in Dimensional US Core Equity Market ETF by 13.6% in the 4th quarter. Apella Capital LLC now owns 108,892 shares of the company’s stock valued at $5,096,000 after purchasing an additional 13,026 shares during the last quarter. Shira Ridge Wealth Management raised its stake in Dimensional US Core Equity Market ETF by 6.5% in the 4th quarter. Shira Ridge Wealth Management now owns 554,421 shares of the company’s stock valued at $25,947,000 after purchasing an additional 33,653 shares during the last quarter. SC&H Financial Advisors Inc. lifted its holdings in Dimensional US Core Equity Market ETF by 3.6% in the 4th quarter. SC&H Financial Advisors Inc. now owns 842,788 shares of the company’s stock valued at $39,442,000 after purchasing an additional 29,245 shares in the last quarter. Finally, Krilogy Financial LLC boosted its stake in shares of Dimensional US Core Equity Market ETF by 2.2% during the 4th quarter. Krilogy Financial LLC now owns 1,736,205 shares of the company’s stock worth $83,025,000 after purchasing an additional 36,552 shares during the last quarter.

Dimensional US Core Equity Market ETF Price Performance

Shares of NYSEARCA DFAU opened at $51.75 on Friday. The company has a 50-day simple moving average of $50.39 and a 200-day simple moving average of $48.15. The company has a market cap of $11.90 billion, a PE ratio of 23.25 and a beta of 1.00. Dimensional US Core Equity Market ETF has a 12 month low of $40.68 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.