Keystone Financial Group Inc. Cuts Holdings in Dimensional US Core Equity Market ETF $DFAU

Keystone Financial Group Inc. lowered its stake in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 4.4% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 606,337 shares of the company’s stock after selling 28,009 shares during the quarter. Dimensional US Core Equity Market ETF comprises 14.2% of Keystone Financial Group Inc.’s portfolio, making the stock its largest holding. Keystone Financial Group Inc.’s holdings in Dimensional US Core Equity Market ETF were worth $27,358,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Sequoia Financial Advisors LLC lifted its stake in shares of Dimensional US Core Equity Market ETF by 1.7% in the fourth quarter. Sequoia Financial Advisors LLC now owns 7,125,424 shares of the company’s stock worth $333,470,000 after buying an additional 118,187 shares during the last quarter. RVW Wealth LLC grew its stake in Dimensional US Core Equity Market ETF by 0.3% in the 4th quarter. RVW Wealth LLC now owns 4,512,375 shares of the company’s stock valued at $211,179,000 after buying an additional 13,137 shares during the last quarter. Sageworth Trust Co grew its stake in Dimensional US Core Equity Market ETF by 4,798.5% in the 4th quarter. Sageworth Trust Co now owns 4,504,629 shares of the company’s stock valued at $210,817,000 after buying an additional 4,412,669 shares during the last quarter. Allworth Financial LP raised its holdings in Dimensional US Core Equity Market ETF by 4.6% in the 3rd quarter. Allworth Financial LP now owns 3,989,254 shares of the company’s stock worth $182,548,000 after acquiring an additional 175,456 shares during the period. Finally, Focus Partners Wealth raised its holdings in Dimensional US Core Equity Market ETF by 45.3% in the 4th quarter. Focus Partners Wealth now owns 3,382,769 shares of the company’s stock worth $158,314,000 after acquiring an additional 1,054,560 shares during the period.

Dimensional US Core Equity Market ETF Price Performance

DFAU stock opened at $50.74 on Friday. Dimensional US Core Equity Market ETF has a 52-week low of $41.88 and a 52-week high of $52.38. The company has a 50-day moving average of $50.73 and a two-hundred day moving average of $48.29. The stock has a market capitalization of $11.67 billion, a price-to-earnings ratio of 23.25 and a beta of 1.00.

Dimensional US Core Equity Market ETF Company 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.