Dimensional US Core Equity Market ETF $DFAU is FinDec Wealth Services Inc.’s 3rd Largest Position

FinDec Wealth Services Inc. lessened its holdings in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 9.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 282,101 shares of the company’s stock after selling 30,970 shares during the period. Dimensional US Core Equity Market ETF makes up 12.5% of FinDec Wealth Services Inc.’s holdings, making the stock its 3rd biggest position. FinDec Wealth Services Inc. owned approximately 0.14% of Dimensional US Core Equity Market ETF worth $11,950,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its position in shares of 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. Simplicity Wealth LLC purchased a new position in Dimensional US Core Equity Market ETF during the first quarter worth about $343,000. Dodds Wealth LLC raised its stake in Dimensional US Core Equity Market ETF by 40.6% during the first quarter. Dodds Wealth LLC now owns 128,606 shares of the company’s stock worth $4,944,000 after purchasing an additional 37,130 shares during the period. Wealth Advisors Northwest LLC raised its stake in Dimensional US Core Equity Market ETF by 1.1% during the first quarter. Wealth Advisors Northwest LLC now owns 157,660 shares of the company’s stock worth $6,060,000 after purchasing an additional 1,641 shares during the period. Finally, Krilogy Financial LLC raised its stake in shares of Dimensional US Core Equity Market ETF by 7.1% in the 1st quarter. Krilogy Financial LLC now owns 1,560,796 shares of the company’s stock valued at $59,997,000 after acquiring an additional 104,063 shares during the period.

Dimensional US Core Equity Market ETF Stock Performance

Dimensional US Core Equity Market ETF stock opened at $44.77 on Friday. The company’s 50 day simple moving average is $44.81 and its 200-day simple moving average is $41.71. The company has a market capitalization of $9.29 billion, a price-to-earnings ratio of 23.25 and a beta of 0.98. Dimensional US Core Equity Market ETF has a 1 year low of $33.06 and a 1 year high of $46.25.

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.