Dimensional U.S. Equity ETF $DFUS is Great Waters Wealth Management’s Largest Position

Great Waters Wealth Management grew its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 4.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,817,903 shares of the company’s stock after acquiring an additional 132,363 shares during the period. Dimensional U.S. Equity ETF comprises approximately 21.2% of Great Waters Wealth Management’s portfolio, making the stock its largest position. Great Waters Wealth Management owned 1.12% of Dimensional U.S. Equity ETF worth $199,818,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of DFUS. Ironwood Wealth Management LLC. grew its stake in Dimensional U.S. Equity ETF by 1.6% during the 4th quarter. Ironwood Wealth Management LLC. now owns 8,898 shares of the company’s stock worth $674,000 after purchasing an additional 136 shares in the last quarter. Sincerus Advisory LLC boosted its stake in shares of Dimensional U.S. Equity ETF by 1.5% in the 4th quarter. Sincerus Advisory LLC now owns 9,138 shares of the company’s stock valued at $678,000 after buying an additional 137 shares during the period. Kelly Financial Group LLC boosted its stake in shares of Dimensional U.S. Equity ETF by 1.8% in the 4th quarter. Kelly Financial Group LLC now owns 7,715 shares of the company’s stock valued at $572,000 after buying an additional 137 shares during the period. SageOak Financial LLC grew its position in shares of Dimensional U.S. Equity ETF by 2.9% during the fourth quarter. SageOak Financial LLC now owns 4,895 shares of the company’s stock worth $363,000 after buying an additional 140 shares in the last quarter. Finally, Stewardship Advisors LLC grew its position in shares of Dimensional U.S. Equity ETF by 1.8% during the first quarter. Stewardship Advisors LLC now owns 7,959 shares of the company’s stock worth $564,000 after buying an additional 142 shares in the last quarter.

Dimensional U.S. Equity ETF Stock Performance

DFUS stock opened at $80.36 on Wednesday. The company’s 50 day moving average price is $79.93 and its 200 day moving average price is $76.12. The firm has a market capitalization of $20.38 billion, a price-to-earnings ratio of 24.45 and a beta of 1.01. Dimensional U.S. Equity ETF has a fifty-two week low of $65.48 and a fifty-two week high of $82.96.

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.