Sax Wealth Advisors LLC Has $348.30 Million Stock Position in Dimensional U.S. Equity ETF $DFUS

Sax Wealth Advisors LLC raised its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 9.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,250,622 shares of the company’s stock after purchasing an additional 383,927 shares during the period. Dimensional U.S. Equity ETF accounts for about 12.9% of Sax Wealth Advisors LLC’s holdings, making the stock its biggest position. Sax Wealth Advisors LLC owned 1.65% of Dimensional U.S. Equity ETF worth $348,296,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Northwestern Mutual Wealth Management Co. boosted its holdings in Dimensional U.S. Equity ETF by 5,806.1% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 5,933,357 shares of the company’s stock worth $440,077,000 after buying an additional 5,832,895 shares during the period. Vise Technologies Inc. raised its holdings in Dimensional U.S. Equity ETF by 252.9% during the 4th quarter. Vise Technologies Inc. now owns 4,742,037 shares of the company’s stock valued at $351,717,000 after acquiring an additional 3,398,120 shares during the period. Align Financial LLC purchased a new stake in shares of Dimensional U.S. Equity ETF during the fourth quarter worth $167,770,000. Smartleaf Asset Management LLC lifted its position in shares of Dimensional U.S. Equity ETF by 2,962.8% during the fourth quarter. Smartleaf Asset Management LLC now owns 1,537,647 shares of the company’s stock worth $114,908,000 after acquiring an additional 1,487,443 shares in the last quarter. Finally, Earned Wealth Advisors LLC boosted its holdings in shares of Dimensional U.S. Equity ETF by 702.8% in the fourth quarter. Earned Wealth Advisors LLC now owns 1,483,146 shares of the company’s stock worth $110,005,000 after acquiring an additional 1,298,394 shares during the period.

Dimensional U.S. Equity ETF Stock Performance

Shares of NYSEARCA DFUS opened at $84.55 on Friday. The stock has a market cap of $21.63 billion, a PE ratio of 24.45 and a beta of 1.01. Dimensional U.S. Equity ETF has a fifty-two week low of $68.59 and a fifty-two week high of $84.93. The stock has a fifty day moving average of $81.68 and a 200-day moving average of $77.74.

Dimensional U.S. Equity ETF Company Profile

The Dimensional U.S. Equity ETF (DFUS) is an exchange-traded fund that mostly invests in total market equity. The fund actively selects US equities of all sizes weighted by market capitalization in seeking to provide long-term capital appreciation. DFUS was launched on Sep 25, 2001 and is managed by Dimensional.