Lakeridge Wealth Management LLC Has $1.15 Million Holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Lakeridge Wealth Management LLC reduced its stake in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 15.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 29,996 shares of the company’s stock after selling 5,368 shares during the quarter. Lakeridge Wealth Management LLC’s holdings in Dimensional US Core Equity Market ETF were worth $1,153,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Jones Financial Companies Lllp bought a new stake in shares of Dimensional US Core Equity Market ETF in the 4th quarter worth about $39,000. Principal Securities Inc. lifted its position in Dimensional US Core Equity Market ETF by 203.6% during the 4th quarter. Principal Securities Inc. now owns 1,108 shares of the company’s stock worth $45,000 after buying an additional 743 shares in the last quarter. Orion Capital Management LLC acquired a new position in Dimensional US Core Equity Market ETF during the 4th quarter worth about $58,000. Global Retirement Partners LLC lifted its position in Dimensional US Core Equity Market ETF by 96.3% during the 4th quarter. Global Retirement Partners LLC now owns 1,629 shares of the company’s stock worth $66,000 after buying an additional 799 shares in the last quarter. Finally, Conquis Financial LLC acquired a new position in Dimensional US Core Equity Market ETF during the 4th quarter worth about $67,000.

Dimensional US Core Equity Market ETF Stock Down 1.2%

Shares of NYSEARCA DFAU opened at $40.89 on Friday. The firm’s 50-day simple moving average is $38.89 and its 200 day simple moving average is $40.01. The company has a market cap of $8.04 billion, a price-to-earnings ratio of 22.10 and a beta of 1.01. Dimensional US Core Equity Market ETF has a 12-month low of $33.06 and a 12-month high of $42.42.

Dimensional US Core Equity Market ETF Company 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.