Dimensional US Core Equity Market ETF $DFAU is Bay Harbor Wealth Management LLC’s Largest Position

Bay Harbor Wealth Management LLC lifted its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 3.8% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 625,611 shares of the company’s stock after purchasing an additional 22,878 shares during the period. Dimensional US Core Equity Market ETF comprises about 7.7% of Bay Harbor Wealth Management LLC’s holdings, making the stock its largest holding. Bay Harbor Wealth Management LLC’s holdings in Dimensional US Core Equity Market ETF were worth $26,501,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of DFAU. Brighton Jones LLC boosted its holdings in Dimensional US Core Equity Market ETF by 11.0% in the fourth quarter. Brighton Jones LLC now owns 989,254 shares of the company’s stock valued at $40,055,000 after purchasing an additional 98,296 shares during the period. Merit Financial Group LLC acquired a new position in shares of Dimensional US Core Equity Market ETF during the first quarter worth $571,000. City State Bank grew its stake in shares of Dimensional US Core Equity Market ETF by 6.4% during the first quarter. City State Bank now owns 9,866 shares of the company’s stock worth $379,000 after purchasing an additional 592 shares in the last quarter. Park Avenue Securities LLC grew its stake in shares of Dimensional US Core Equity Market ETF by 19.5% during the first quarter. Park Avenue Securities LLC now owns 154,396 shares of the company’s stock worth $5,935,000 after purchasing an additional 25,222 shares in the last quarter. Finally, Cherrydale Wealth Management LLC grew its stake in shares of Dimensional US Core Equity Market ETF by 0.5% during the first quarter. Cherrydale Wealth Management LLC now owns 245,105 shares of the company’s stock worth $9,422,000 after purchasing an additional 1,110 shares in the last quarter.

Dimensional US Core Equity Market ETF Trading Up 0.1%

Shares of DFAU stock opened at $46.01 on Friday. The firm has a fifty day moving average price of $44.56 and a 200 day moving average price of $41.50. The company has a market cap of $9.52 billion, a P/E ratio of 23.25 and a beta of 0.98. Dimensional US Core Equity Market ETF has a 12 month low of $33.06 and a 12 month high of $46.24.

About Dimensional US Core Equity Market ETF

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.