Dimensional U.S. Equity ETF $DFUS is Sax Wealth Advisors LLC’s Largest Position

Sax Wealth Advisors LLC increased its stake in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 4.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,566,773 shares of the company’s stock after buying an additional 141,681 shares during the quarter. Dimensional U.S. Equity ETF comprises about 13.9% of Sax Wealth Advisors LLC’s holdings, making the stock its largest position. Sax Wealth Advisors LLC owned approximately 1.47% of Dimensional U.S. Equity ETF worth $258,377,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Prudential Financial Inc. grew its stake in shares of Dimensional U.S. Equity ETF by 6.0% in the 2nd quarter. Prudential Financial Inc. now owns 45,111,138 shares of the company’s stock valued at $2,880,797,000 after purchasing an additional 2,543,644 shares during the last quarter. Maseco LLP acquired a new stake in shares of Dimensional U.S. Equity ETF during the second quarter worth $529,336,000. Envestnet Asset Management Inc. lifted its holdings in shares of Dimensional U.S. Equity ETF by 3.6% during the second quarter. Envestnet Asset Management Inc. now owns 3,976,107 shares of the company’s stock worth $266,479,000 after purchasing an additional 137,471 shares during the period. Root Financial Partners LLC increased its stake in shares of Dimensional U.S. Equity ETF by 7.0% during the second quarter. Root Financial Partners LLC now owns 3,095,429 shares of the company’s stock worth $207,456,000 after acquiring an additional 201,590 shares during the period. Finally, TCI Wealth Advisors Inc. lifted its holdings in shares of Dimensional U.S. Equity ETF by 8.1% in the 3rd quarter. TCI Wealth Advisors Inc. now owns 2,952,158 shares of the company’s stock valued at $213,854,000 after buying an additional 221,791 shares during the period.

Dimensional U.S. Equity ETF Price Performance

Shares of DFUS stock opened at $74.73 on Wednesday. The firm has a market capitalization of $18.16 billion, a PE ratio of 24.45 and a beta of 1.01. Dimensional U.S. Equity ETF has a 1-year low of $52.10 and a 1-year high of $75.26. The business’s fifty day moving average price is $73.77 and its 200 day moving average price is $71.09.

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.