Yardley Wealth Management LLC Reduces Stock Position in Dimensional U.S. Equity ETF $DFUS

Yardley Wealth Management LLC decreased its holdings in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 8.4% in the 3rd quarter, HoldingsChannel reports. The firm owned 110,118 shares of the company’s stock after selling 10,099 shares during the period. Dimensional U.S. Equity ETF makes up approximately 4.5% of Yardley Wealth Management LLC’s holdings, making the stock its 10th largest holding. Yardley Wealth Management LLC’s holdings in Dimensional U.S. Equity ETF were worth $7,977,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of DFUS. Delap Wealth Advisory LLC lifted its stake in shares of Dimensional U.S. Equity ETF by 3.3% during the 2nd quarter. Delap Wealth Advisory LLC now owns 4,658 shares of the company’s stock worth $312,000 after buying an additional 150 shares during the last quarter. Forum Private Client Group LLC lifted its position in Dimensional U.S. Equity ETF by 1.2% during the second quarter. Forum Private Client Group LLC now owns 12,796 shares of the company’s stock worth $858,000 after acquiring an additional 152 shares during the last quarter. SageOak Financial LLC lifted its position in Dimensional U.S. Equity ETF by 3.8% during the second quarter. SageOak Financial LLC now owns 4,604 shares of the company’s stock worth $309,000 after acquiring an additional 168 shares during the last quarter. Blue Trust Inc. boosted its holdings in shares of Dimensional U.S. Equity ETF by 12.2% during the third quarter. Blue Trust Inc. now owns 1,781 shares of the company’s stock worth $129,000 after acquiring an additional 193 shares during the period. Finally, Lido Advisors LLC grew its position in shares of Dimensional U.S. Equity ETF by 0.6% in the second quarter. Lido Advisors LLC now owns 35,500 shares of the company’s stock valued at $2,379,000 after purchasing an additional 200 shares during the last quarter.

Dimensional U.S. Equity ETF Trading Down 0.1%

Shares of NYSEARCA DFUS opened at $75.15 on Friday. The firm has a market cap of $18.41 billion, a P/E ratio of 24.45 and a beta of 1.01. The business’s 50 day moving average is $73.90 and its 200-day moving average is $71.49. Dimensional U.S. Equity ETF has a 1-year low of $52.10 and a 1-year high of $75.61.

About Dimensional U.S. Equity ETF

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.