Dimensional US Core Equity Market ETF $DFAU Shares Purchased by Yardley Wealth Management LLC

Yardley Wealth Management LLC raised its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 1.9% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 732,989 shares of the company’s stock after purchasing an additional 14,013 shares during the quarter. Dimensional US Core Equity Market ETF makes up about 17.0% of Yardley Wealth Management LLC’s investment portfolio, making the stock its largest position. Yardley Wealth Management LLC owned approximately 0.36% of Dimensional US Core Equity Market ETF worth $31,049,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in DFAU. Sequoia Financial Advisors LLC lifted its position in Dimensional US Core Equity Market ETF by 13.8% during the 1st quarter. Sequoia Financial Advisors LLC now owns 5,627,695 shares of the company’s stock worth $216,329,000 after buying an additional 683,205 shares in the last quarter. RVW Wealth LLC raised its stake in shares of Dimensional US Core Equity Market ETF by 56.1% in the second quarter. RVW Wealth LLC now owns 4,331,669 shares of the company’s stock worth $183,489,000 after acquiring an additional 1,557,053 shares during the last quarter. Aquire Wealth Advisors LLC lifted its position in shares of Dimensional US Core Equity Market ETF by 3.9% during the first quarter. Aquire Wealth Advisors LLC now owns 3,757,283 shares of the company’s stock worth $144,430,000 after purchasing an additional 140,869 shares in the last quarter. OneDigital Investment Advisors LLC grew its stake in shares of Dimensional US Core Equity Market ETF by 12.5% during the first quarter. OneDigital Investment Advisors LLC now owns 3,529,903 shares of the company’s stock valued at $135,689,000 after purchasing an additional 391,676 shares during the last quarter. Finally, Allworth Financial LP grew its stake in shares of Dimensional US Core Equity Market ETF by 8.5% during the first quarter. Allworth Financial LP now owns 3,207,530 shares of the company’s stock valued at $120,282,000 after purchasing an additional 251,731 shares during the last quarter.

Dimensional US Core Equity Market ETF Price Performance

DFAU stock opened at $46.01 on Monday. The company has a 50 day moving average price of $44.56 and a 200 day moving average price of $41.51. Dimensional US Core Equity Market ETF has a fifty-two week low of $33.06 and a fifty-two week high of $46.24. The stock has a market capitalization of $9.52 billion, a PE ratio of 23.25 and a beta of 0.98.

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.