Modera Wealth Management LLC Has $86.08 Million Position in Dimensional U.S. Equity ETF $DFUS

Modera Wealth Management LLC cut its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 1.5% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,188,307 shares of the company’s stock after selling 17,642 shares during the period. Dimensional U.S. Equity ETF makes up approximately 1.0% of Modera Wealth Management LLC’s investment portfolio, making the stock its 27th largest position. Modera Wealth Management LLC owned about 0.49% of Dimensional U.S. Equity ETF worth $86,081,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in DFUS. Delap Wealth Advisory LLC lifted its stake in Dimensional U.S. Equity ETF by 3.3% in the second quarter. Delap Wealth Advisory LLC now owns 4,658 shares of the company’s stock worth $312,000 after acquiring an additional 150 shares during the period. SageOak Financial LLC grew its position in Dimensional U.S. Equity ETF by 3.3% in the third quarter. SageOak Financial LLC now owns 4,755 shares of the company’s stock worth $344,000 after acquiring an additional 151 shares in the last quarter. Forum Private Client Group LLC boosted its stake in shares of 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 valued at $858,000 after purchasing an additional 152 shares in the last quarter. Blue Trust Inc. boosted its position in shares of Dimensional U.S. Equity ETF by 12.2% in the 3rd quarter. Blue Trust Inc. now owns 1,781 shares of the company’s stock worth $129,000 after purchasing an additional 193 shares in the last quarter. Finally, Lido Advisors LLC lifted its stake in shares of Dimensional U.S. Equity ETF by 0.6% during the second quarter. Lido Advisors LLC now owns 35,500 shares of the company’s stock worth $2,379,000 after buying an additional 200 shares during the period.

Dimensional U.S. Equity ETF Price Performance

Dimensional U.S. Equity ETF stock opened at $75.21 on Friday. The stock has a market cap of $18.43 billion, a price-to-earnings ratio of 24.45 and a beta of 1.01. Dimensional U.S. Equity ETF has a 1-year low of $52.10 and a 1-year high of $75.91. The firm has a 50 day simple moving average of $74.28 and a 200-day simple moving average of $72.14.

Dimensional U.S. Equity ETF Company Profile

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.