Wealth Advisory Team LLC Makes New $10.12 Million Investment in Dimensional U.S. Equity ETF $DFUS

Wealth Advisory Team LLC bought a new position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor bought 150,970 shares of the company’s stock, valued at approximately $10,118,000. Dimensional U.S. Equity ETF makes up approximately 9.5% of Wealth Advisory Team LLC’s investment portfolio, making the stock its 3rd biggest holding. Wealth Advisory Team LLC owned about 0.07% of Dimensional U.S. Equity ETF as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also bought and sold shares of DFUS. Everhart Financial Group Inc. purchased a new stake in Dimensional U.S. Equity ETF in the 1st quarter worth approximately $655,000. CVA Family Office LLC lifted its stake in Dimensional U.S. Equity ETF by 17.9% in the 1st quarter. CVA Family Office LLC now owns 93,567 shares of the company’s stock worth $5,659,000 after purchasing an additional 14,189 shares in the last quarter. Cypress Point Wealth Management LLC lifted its stake in Dimensional U.S. Equity ETF by 43.3% in the 1st quarter. Cypress Point Wealth Management LLC now owns 168,511 shares of the company’s stock worth $10,192,000 after purchasing an additional 50,881 shares in the last quarter. Kelly Financial Group LLC purchased a new stake in Dimensional U.S. Equity ETF in the 1st quarter worth approximately $380,000. Finally, HMV Wealth Advisors LLC purchased a new stake in Dimensional U.S. Equity ETF in the 1st quarter worth approximately $381,000.

Dimensional U.S. Equity ETF Price Performance

NYSEARCA DFUS opened at $71.00 on Friday. The company’s 50 day simple moving average is $70.89 and its two-hundred day simple moving average is $65.95. The stock has a market capitalization of $17.19 billion, a PE ratio of 24.45 and a beta of 0.99. Dimensional U.S. Equity ETF has a 1 year low of $52.10 and a 1 year high of $73.30.

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.