38,720 Shares in Dimensional U.S. Equity ETF $DFUS Acquired by Donalies Financial Planning LLC

Donalies Financial Planning LLC acquired a new position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 38,720 shares of the company’s stock, valued at approximately $2,872,000. Dimensional U.S. Equity ETF makes up 2.4% of Donalies Financial Planning LLC’s portfolio, making the stock its 16th largest holding.

Several other large investors also recently made changes to their positions in the business. Focus Partners Wealth boosted its stake in shares of Dimensional U.S. Equity ETF by 0.7% in the fourth quarter. Focus Partners Wealth now owns 9,261,059 shares of the company’s stock valued at $686,893,000 after purchasing an additional 62,934 shares during the period. Northwestern Mutual Wealth Management Co. boosted its stake in shares of Dimensional U.S. Equity ETF by 5,806.1% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 5,933,357 shares of the company’s stock valued at $440,077,000 after purchasing an additional 5,832,895 shares during the period. Root Financial Partners LLC boosted its stake in shares of Dimensional U.S. Equity ETF by 16.6% in the fourth quarter. Root Financial Partners LLC now owns 5,320,698 shares of the company’s stock valued at $394,636,000 after purchasing an additional 759,253 shares during the period. Vise Technologies Inc. boosted its stake in shares of Dimensional U.S. Equity ETF by 252.9% in the fourth quarter. Vise Technologies Inc. now owns 4,742,037 shares of the company’s stock valued at $351,717,000 after purchasing an additional 3,398,120 shares during the period. Finally, Sax Wealth Advisors LLC boosted its stake in shares of Dimensional U.S. Equity ETF by 8.6% in the fourth quarter. Sax Wealth Advisors LLC now owns 3,874,407 shares of the company’s stock valued at $287,365,000 after purchasing an additional 307,634 shares during the period.

Dimensional U.S. Equity ETF Trading Down 0.6%

Shares of DFUS stock opened at $81.99 on Wednesday. The company has a market capitalization of $20.79 billion, a PE ratio of 24.45 and a beta of 1.01. The firm has a fifty day simple moving average of $79.10 and a 200-day simple moving average of $75.87. Dimensional U.S. Equity ETF has a twelve month low of $64.33 and a twelve month high of $82.96.

Dimensional U.S. Equity ETF 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.