Waterfront Wealth Inc. Has $2.71 Million Stock Position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Waterfront Wealth Inc. decreased its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 1.4% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 81,558 shares of the company’s stock after selling 1,157 shares during the quarter. Dimensional US Core Equity Market ETF accounts for about 0.8% of Waterfront Wealth Inc.’s investment portfolio, making the stock its 29th largest holding. Waterfront Wealth Inc.’s holdings in Dimensional US Core Equity Market ETF were worth $2,712,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. NBC Securities Inc. purchased a new stake in Dimensional US Core Equity Market ETF in the 3rd quarter worth about $64,000. Citigroup Inc. purchased a new stake in Dimensional US Core Equity Market ETF in the 2nd quarter worth about $68,000. Geneos Wealth Management Inc. lifted its stake in Dimensional US Core Equity Market ETF by 262.6% in the 4th quarter. Geneos Wealth Management Inc. now owns 2,230 shares of the company’s stock worth $74,000 after acquiring an additional 1,615 shares in the last quarter. Tower Research Capital LLC TRC lifted its stake in Dimensional US Core Equity Market ETF by 101.5% in the 2nd quarter. Tower Research Capital LLC TRC now owns 3,011 shares of the company’s stock worth $93,000 after acquiring an additional 1,517 shares in the last quarter. Finally, McGlone Suttner Wealth Management Inc. purchased a new stake in Dimensional US Core Equity Market ETF in the 4th quarter worth about $120,000.

Dimensional US Core Equity Market ETF Price Performance

Dimensional US Core Equity Market ETF stock traded down $0.20 during mid-day trading on Wednesday, hitting $34.82. The company’s stock had a trading volume of 574,997 shares, compared to its average volume of 478,612. The firm’s 50 day moving average is $35.57 and its 200 day moving average is $33.12. The company has a market cap of $4.29 billion, a PE ratio of 16.41 and a beta of 0.98. Dimensional US Core Equity Market ETF has a 52-week low of $28.14 and a 52-week high of $36.62.

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.