Dimensional US Core Equity Market ETF $DFAU Stake Lifted by Heritage Investment Group Inc.

Heritage Investment Group Inc. lifted its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 4.8% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 539,200 shares of the company’s stock after acquiring an additional 24,631 shares during the period. Dimensional US Core Equity Market ETF accounts for about 4.0% of Heritage Investment Group Inc.’s investment portfolio, making the stock its 9th largest holding. Heritage Investment Group Inc.’s holdings in Dimensional US Core Equity Market ETF were worth $24,674,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Sequoia Financial Advisors LLC raised its holdings in Dimensional US Core Equity Market ETF by 5.2% in the third quarter. Sequoia Financial Advisors LLC now owns 7,007,237 shares of the company’s stock worth $320,651,000 after purchasing an additional 344,952 shares in the last quarter. RVW Wealth LLC grew its position in shares of Dimensional US Core Equity Market ETF by 3.9% in the 3rd quarter. RVW Wealth LLC now owns 4,499,238 shares of the company’s stock worth $205,885,000 after buying an additional 167,569 shares during the period. Allworth Financial LP increased its stake in shares of Dimensional US Core Equity Market ETF by 18.9% in the 2nd quarter. Allworth Financial LP now owns 3,813,798 shares of the company’s stock worth $161,552,000 after acquiring an additional 606,268 shares in the last quarter. Aquire Wealth Advisors LLC lifted its position in Dimensional US Core Equity Market ETF by 4.1% during the 3rd quarter. Aquire Wealth Advisors LLC now owns 3,605,368 shares of the company’s stock valued at $164,982,000 after acquiring an additional 143,579 shares during the period. Finally, Kooman & Associates boosted its stake in Dimensional US Core Equity Market ETF by 2.8% during the third quarter. Kooman & Associates now owns 2,785,357 shares of the company’s stock worth $127,458,000 after acquiring an additional 75,775 shares in the last quarter.

Dimensional US Core Equity Market ETF Stock Performance

Shares of DFAU opened at $47.61 on Friday. Dimensional US Core Equity Market ETF has a fifty-two week low of $33.06 and a fifty-two week high of $48.01. The firm’s 50-day simple moving average is $46.92 and its two-hundred day simple moving average is $45.59. The stock has a market cap of $10.53 billion, a PE ratio of 23.25 and a beta of 1.00.

About Dimensional US Core Equity Market ETF

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.