Dimensional U.S. Equity ETF (NYSEARCA:DFUS) is Retirement Solution Inc.’s 2nd Largest Position

Retirement Solution Inc. decreased its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 1.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 505,420 shares of the company’s stock after selling 9,778 shares during the period. Dimensional U.S. Equity ETF accounts for about 7.8% of Retirement Solution Inc.’s holdings, making the stock its 2nd biggest position. Retirement Solution Inc. owned 0.36% of Dimensional U.S. Equity ETF worth $26,196,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Accel Wealth Management increased its stake in shares of Dimensional U.S. Equity ETF by 6.6% in the fourth quarter. Accel Wealth Management now owns 4,678 shares of the company’s stock worth $242,000 after purchasing an additional 290 shares in the last quarter. Atlantic Union Bankshares Corp purchased a new position in shares of Dimensional U.S. Equity ETF in the fourth quarter worth about $1,040,000. AdvisorNet Financial Inc grew its stake in Dimensional U.S. Equity ETF by 0.4% during the fourth quarter. AdvisorNet Financial Inc now owns 55,981 shares of the company’s stock valued at $2,902,000 after acquiring an additional 202 shares in the last quarter. O Shaughnessy Asset Management LLC grew its stake in Dimensional U.S. Equity ETF by 2.7% during the third quarter. O Shaughnessy Asset Management LLC now owns 11,923 shares of the company’s stock valued at $555,000 after acquiring an additional 317 shares in the last quarter. Finally, Meritas Wealth Management LLC grew its stake in Dimensional U.S. Equity ETF by 1.0% during the third quarter. Meritas Wealth Management LLC now owns 226,288 shares of the company’s stock valued at $10,534,000 after acquiring an additional 2,223 shares in the last quarter.

Dimensional U.S. Equity ETF Stock Up 0.1 %

NYSEARCA:DFUS traded up $0.04 during mid-day trading on Wednesday, hitting $55.06. 404,221 shares of the stock traded hands, compared to its average volume of 313,534. The business’s 50-day moving average price is $55.63 and its 200 day moving average price is $52.00. The company has a market cap of $8.70 billion, a PE ratio of 23.69 and a beta of 0.99. Dimensional U.S. Equity ETF has a 12-month low of $43.64 and a 12-month high of $57.15.

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.