Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) Stock Position Trimmed by Heirloom Wealth Management

Heirloom Wealth Management decreased its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 3.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 126,230 shares of the company’s stock after selling 4,206 shares during the period. Dimensional US Core Equity Market ETF makes up approximately 1.5% of Heirloom Wealth Management’s holdings, making the stock its 20th biggest position. Heirloom Wealth Management owned 0.08% of Dimensional US Core Equity Market ETF worth $5,111,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in the company. JPMorgan Chase & Co. grew its stake in shares of Dimensional US Core Equity Market ETF by 3.7% in the third quarter. JPMorgan Chase & Co. now owns 344,109 shares of the company’s stock worth $13,658,000 after purchasing an additional 12,432 shares in the last quarter. FMR LLC grew its position in Dimensional US Core Equity Market ETF by 96,900.0% in the 3rd quarter. FMR LLC now owns 970 shares of the company’s stock valued at $38,000 after buying an additional 969 shares in the last quarter. CVA Family Office LLC increased its stake in Dimensional US Core Equity Market ETF by 5.9% during the 3rd quarter. CVA Family Office LLC now owns 339,171 shares of the company’s stock valued at $13,462,000 after buying an additional 18,834 shares during the period. Strategic Investment Solutions Inc. IL bought a new stake in shares of Dimensional US Core Equity Market ETF during the 2nd quarter worth about $7,016,000. Finally, Captrust Financial Advisors raised its position in shares of Dimensional US Core Equity Market ETF by 8.7% during the 3rd quarter. Captrust Financial Advisors now owns 44,083 shares of the company’s stock worth $1,750,000 after buying an additional 3,520 shares in the last quarter.

Dimensional US Core Equity Market ETF Price Performance

DFAU opened at $42.09 on Monday. Dimensional US Core Equity Market ETF has a 1-year low of $33.56 and a 1-year high of $42.42. The company has a market capitalization of $6.38 billion, a price-to-earnings ratio of 22.05 and a beta of 1.02. The business has a 50 day moving average price of $41.38 and a two-hundred day moving average price of $39.82.

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.