Dimensional US Core Equity Market ETF $DFAU Shares Bought by Live Oak Private Wealth LLC
by Sarita Garza · The Markets DailyLive Oak Private Wealth LLC boosted its stake in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 7.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 331,586 shares of the company’s stock after acquiring an additional 22,392 shares during the quarter. Dimensional US Core Equity Market ETF comprises 2.1% of Live Oak Private Wealth LLC’s investment portfolio, making the stock its 12th biggest holding. Live Oak Private Wealth LLC owned 0.15% of Dimensional US Core Equity Market ETF worth $15,518,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds also recently added to or reduced their stakes in the stock. Kooman & Associates lifted its position in Dimensional US Core Equity Market ETF by 1.6% during the 4th quarter. Kooman & Associates now owns 2,829,489 shares of the company’s stock worth $132,420,000 after acquiring an additional 44,132 shares during the period. Ritholtz Wealth Management acquired a new stake in shares of Dimensional US Core Equity Market ETF in the 4th quarter valued at approximately $541,000. Fonville Wealth Management LLC lifted its holdings in shares of Dimensional US Core Equity Market ETF by 1.9% in the 4th quarter. Fonville Wealth Management LLC now owns 853,282 shares of the company’s stock valued at $39,934,000 after buying an additional 15,640 shares during the period. Triad Wealth Partners LLC lifted its holdings in shares of Dimensional US Core Equity Market ETF by 47.8% in the 4th quarter. Triad Wealth Partners LLC now owns 17,710 shares of the company’s stock valued at $829,000 after buying an additional 5,729 shares during the period. Finally, Glass Jacobson Investment Advisors llc lifted its holdings in shares of Dimensional US Core Equity Market ETF by 15.9% in the 4th quarter. Glass Jacobson Investment Advisors llc now owns 193,922 shares of the company’s stock valued at $9,076,000 after buying an additional 26,606 shares during the period.
Dimensional US Core Equity Market ETF Price Performance
DFAU opened at $47.05 on Monday. The business has a 50 day simple moving average of $46.64 and a 200-day simple moving average of $46.63. The stock has a market capitalization of $10.70 billion, a P/E ratio of 23.25 and a beta of 1.00. Dimensional US Core Equity Market ETF has a 12 month low of $34.89 and a 12 month high of $48.36.
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.