Total Wealth Planning LLC Lowers Holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Total Wealth Planning LLC trimmed its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 16.8% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 14,270 shares of the company’s stock after selling 2,873 shares during the period. Total Wealth Planning LLC’s holdings in Dimensional US Core Equity Market ETF were worth $474,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in DFAU. Commonwealth Equity Services LLC grew its position in Dimensional US Core Equity Market ETF by 12.6% in the third quarter. Commonwealth Equity Services LLC now owns 995,042 shares of the company’s stock worth $29,802,000 after acquiring an additional 111,297 shares during the period. Heirloom Wealth Management boosted its position in shares of Dimensional US Core Equity Market ETF by 2.0% during the third quarter. Heirloom Wealth Management now owns 139,862 shares of the company’s stock worth $4,189,000 after buying an additional 2,746 shares during the period. Cambridge Investment Research Advisors Inc. boosted its position in shares of Dimensional US Core Equity Market ETF by 66.8% during the third quarter. Cambridge Investment Research Advisors Inc. now owns 79,533 shares of the company’s stock worth $2,382,000 after buying an additional 31,860 shares during the period. Mission Wealth Management LP boosted its position in shares of Dimensional US Core Equity Market ETF by 13.7% during the third quarter. Mission Wealth Management LP now owns 432,575 shares of the company’s stock worth $12,956,000 after buying an additional 52,280 shares during the period. Finally, Raymond James & Associates boosted its position in shares of Dimensional US Core Equity Market ETF by 343.6% during the third quarter. Raymond James & Associates now owns 346,703 shares of the company’s stock worth $10,384,000 after buying an additional 268,554 shares during the period.

Dimensional US Core Equity Market ETF Stock Performance

Shares of DFAU traded up $0.30 during midday trading on Friday, hitting $35.41. 284,780 shares of the stock were exchanged, compared to its average volume of 474,805. Dimensional US Core Equity Market ETF has a 52-week low of $28.14 and a 52-week high of $36.62. The stock has a fifty day simple moving average of $35.61 and a 200 day simple moving average of $33.37. The firm has a market cap of $5.29 billion, a P/E ratio of 21.51 and a beta of 0.98.

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.