Dimensional US Core Equity Market ETF $DFAU Shares Bought by Live Oak Private Wealth LLC

Live Oak Private Wealth LLC lifted its position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 99.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 803,153 shares of the company’s stock after acquiring an additional 400,848 shares during the quarter. Dimensional US Core Equity Market ETF accounts for about 5.4% of Live Oak Private Wealth LLC’s holdings, making the stock its biggest position. Live Oak Private Wealth LLC owned about 0.33% of Dimensional US Core Equity Market ETF worth $41,515,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of DFAU. Keel Point LLC increased its stake in Dimensional US Core Equity Market ETF by 0.6% in the 1st quarter. Keel Point LLC now owns 37,449 shares of the company’s stock valued at $1,690,000 after purchasing an additional 237 shares in the last quarter. Mosaic Family Wealth Partners LLC boosted its position in Dimensional US Core Equity Market ETF by 1.8% during the first quarter. Mosaic Family Wealth Partners LLC now owns 18,223 shares of the company’s stock worth $822,000 after purchasing an additional 314 shares in the last quarter. Stewardship Advisors LLC boosted its position in Dimensional US Core Equity Market ETF by 1.9% during the first quarter. Stewardship Advisors LLC now owns 18,974 shares of the company’s stock worth $856,000 after purchasing an additional 349 shares in the last quarter. SJS Investment Consulting Inc. grew its holdings in Dimensional US Core Equity Market ETF by 33.6% in the first quarter. SJS Investment Consulting Inc. now owns 1,632 shares of the company’s stock valued at $74,000 after purchasing an additional 410 shares during the last quarter. Finally, Geneos Wealth Management Inc. increased its position in shares of Dimensional US Core Equity Market ETF by 3.9% in the second quarter. Geneos Wealth Management Inc. now owns 11,448 shares of the company’s stock valued at $485,000 after buying an additional 430 shares in the last quarter.

Dimensional US Core Equity Market ETF Stock Down 0.7%

NYSEARCA:DFAU opened at $52.60 on Wednesday. The company has a market capitalization of $12.62 billion, a PE ratio of 23.25 and a beta of 1.00. Dimensional US Core Equity Market ETF has a 52-week low of $43.67 and a 52-week high of $53.95. The stock has a fifty day simple moving average of $52.28 and a 200-day simple moving average of $49.94.

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.