Capstone Wealth Management LLC Boosts Stock Position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Capstone Wealth Management LLC lifted its position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 67.5% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 36,189 shares of the company’s stock after purchasing an additional 14,580 shares during the period. Dimensional US Core Equity Market ETF accounts for approximately 1.4% of Capstone Wealth Management LLC’s portfolio, making the stock its 14th largest position. Capstone Wealth Management LLC’s holdings in Dimensional US Core Equity Market ETF were worth $1,391,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of DFAU. Raymond James Financial Inc. purchased a new position in Dimensional US Core Equity Market ETF during the fourth quarter valued at $9,841,000. Riverchase Wealth Management LLC purchased a new position in Dimensional US Core Equity Market ETF during the fourth quarter valued at $1,510,000. Jackson Thornton Wealth Management LLC raised its position in shares of Dimensional US Core Equity Market ETF by 4.2% in the 4th quarter. Jackson Thornton Wealth Management LLC now owns 234,927 shares of the company’s stock worth $9,512,000 after purchasing an additional 9,570 shares during the last quarter. Weinberger Asset Management Inc raised its position in shares of Dimensional US Core Equity Market ETF by 6.8% in the 4th quarter. Weinberger Asset Management Inc now owns 222,870 shares of the company’s stock worth $9,024,000 after purchasing an additional 14,191 shares during the last quarter. Finally, Financial Engines Advisors L.L.C. raised its position in shares of Dimensional US Core Equity Market ETF by 77.2% in the 4th quarter. Financial Engines Advisors L.L.C. now owns 12,465 shares of the company’s stock worth $505,000 after purchasing an additional 5,430 shares during the last quarter.

Dimensional US Core Equity Market ETF Stock Performance

Shares of NYSEARCA:DFAU opened at $40.89 on Friday. Dimensional US Core Equity Market ETF has a fifty-two week low of $33.06 and a fifty-two week high of $42.42. The business has a 50-day simple moving average of $38.89 and a two-hundred day simple moving average of $40.01. The firm has a market cap of $8.04 billion, a price-to-earnings ratio of 22.10 and a beta of 1.01.

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.