Sax Wealth Advisors LLC Has $19.73 Million Stock Position in Dimensional US Core Equity Market ETF $DFAU

Sax Wealth Advisors LLC reduced its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 3.9% in the fourth quarter, HoldingsChannel reports. The firm owned 421,672 shares of the company’s stock after selling 17,218 shares during the period. Dimensional US Core Equity Market ETF makes up about 0.9% of Sax Wealth Advisors LLC’s investment portfolio, making the stock its 21st biggest holding. Sax Wealth Advisors LLC’s holdings in Dimensional US Core Equity Market ETF were worth $19,734,000 as of its most recent filing with the SEC.

Other institutional investors have also recently added to or reduced their stakes in the company. SJS Investment Consulting Inc. bought a new position in shares of Dimensional US Core Equity Market ETF during the 3rd quarter worth approximately $55,000. Salomon & Ludwin LLC bought a new stake in shares of Dimensional US Core Equity Market ETF in the 3rd quarter valued at $139,000. Qube Research & Technologies Ltd increased its stake in shares of Dimensional US Core Equity Market ETF by 93.1% in the 3rd quarter. Qube Research & Technologies Ltd now owns 3,392 shares of the company’s stock valued at $155,000 after acquiring an additional 1,635 shares in the last quarter. Beacon Financial Strategies CORP acquired a new position in shares of Dimensional US Core Equity Market ETF during the 4th quarter valued at $182,000. Finally, US Bancorp DE lifted its position in shares of Dimensional US Core Equity Market ETF by 5,595.9% during the 3rd quarter. US Bancorp DE now owns 4,215 shares of the company’s stock valued at $193,000 after acquiring an additional 4,141 shares during the period.

Dimensional US Core Equity Market ETF Stock Up 0.6%

Shares of NYSEARCA DFAU opened at $45.55 on Thursday. The firm has a market cap of $10.08 billion, a PE ratio of 23.25 and a beta of 1.00. Dimensional US Core Equity Market ETF has a 12-month low of $33.06 and a 12-month high of $48.36. The company’s fifty day simple moving average is $47.15 and its 200 day simple moving average is $46.60.

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.