Forum Private Client Group LLC Sells 1,306 Shares of Dimensional US Core Equity Market ETF $DFAU

Forum Private Client Group LLC lowered its position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 4.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 31,294 shares of the company’s stock after selling 1,306 shares during the quarter. Dimensional US Core Equity Market ETF comprises approximately 0.5% of Forum Private Client Group LLC’s portfolio, making the stock its 27th biggest position. Forum Private Client Group LLC’s holdings in Dimensional US Core Equity Market ETF were worth $1,326,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Bank of Montreal Can lifted its position in Dimensional US Core Equity Market ETF by 297.6% during the 2nd quarter. Bank of Montreal Can now owns 3,193 shares of the company’s stock valued at $135,000 after acquiring an additional 2,390 shares during the period. Wealth Preservation Advisors LLC bought a new stake in shares of Dimensional US Core Equity Market ETF in the 1st quarter worth approximately $176,000. FourThought Financial Partners LLC purchased a new stake in shares of Dimensional US Core Equity Market ETF in the 1st quarter worth approximately $209,000. BOS Asset Management LLC bought a new stake in Dimensional US Core Equity Market ETF in the second quarter worth $219,000. Finally, Lodestone Wealth Management LLC purchased a new stake in shares of Dimensional US Core Equity Market ETF in the second quarter worth $220,000.

Dimensional US Core Equity Market ETF Price Performance

Shares of NYSEARCA:DFAU opened at $45.16 on Friday. The company has a market capitalization of $9.67 billion, a PE ratio of 23.25 and a beta of 1.00. The business has a fifty day moving average price of $45.88 and a 200-day moving average price of $43.65. Dimensional US Core Equity Market ETF has a 1-year low of $33.06 and a 1-year high of $47.17.

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.