Bay Harbor Wealth Management LLC raised its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 2.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 673,548 shares of the company’s stock after acquiring an additional 14,081 shares during the period. Dimensional US Core Equity Market ETF makes up 8.2% of Bay Harbor Wealth Management LLC’s investment portfolio, making the stock its largest position. Bay Harbor Wealth Management LLC’s holdings in Dimensional US Core Equity Market ETF were worth $31,522,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also recently modified their holdings of the business. GWN Securities Inc. raised its holdings in shares of Dimensional US Core Equity Market ETF by 2.1% in the 3rd quarter. GWN Securities Inc. now owns 11,028 shares of the company’s stock valued at $505,000 after acquiring an additional 222 shares in the last quarter. Warburton Capital Management LLC raised its holdings in shares of Dimensional US Core Equity Market ETF by 2.7% in the 4th quarter. Warburton Capital Management LLC now owns 11,523 shares of the company’s stock valued at $539,000 after acquiring an additional 306 shares in the last quarter. Golden State Equity Partners raised its holdings in shares of Dimensional US Core Equity Market ETF by 3.8% in the 4th quarter. Golden State Equity Partners now owns 9,057 shares of the company’s stock valued at $424,000 after acquiring an additional 329 shares in the last quarter. Waterfront Wealth Inc. raised its holdings in shares of Dimensional US Core Equity Market ETF by 0.3% in the 4th quarter. Waterfront Wealth Inc. now owns 114,048 shares of the company’s stock valued at $5,452,000 after acquiring an additional 343 shares in the last quarter. Finally, Vestia Personal Wealth Advisors raised its holdings in shares of Dimensional US Core Equity Market ETF by 0.9% in the 4th quarter. Vestia Personal Wealth Advisors now owns 40,518 shares of the company’s stock valued at $1,921,000 after acquiring an additional 352 shares in the last quarter.
Dimensional US Core Equity Market ETF Stock Down 0.4%
NYSEARCA:DFAU opened at $49.53 on Tuesday. The business’s 50-day moving average price is $46.99 and its two-hundred day moving average price is $46.94. Dimensional US Core Equity Market ETF has a twelve month low of $38.13 and a twelve month high of $50.01. The stock has a market cap of $11.39 billion, a P/E ratio of 23.25 and a beta of 1.00.
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.
Further Reading
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