Private Ocean LLC Boosts Stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Private Ocean LLC raised its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 0.3% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 504,608 shares of the company’s stock after purchasing an additional 1,392 shares during the quarter. Dimensional US Core Equity Market ETF accounts for approximately 1.7% of Private Ocean LLC’s portfolio, making the stock its 14th largest holding. Private Ocean LLC owned about 0.33% of Dimensional US Core Equity Market ETF worth $18,918,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Salem Investment Counselors Inc. lifted its holdings in Dimensional US Core Equity Market ETF by 74.9% in the 1st quarter. Salem Investment Counselors Inc. now owns 768 shares of the company’s stock worth $28,000 after buying an additional 329 shares in the last quarter. Montag A & Associates Inc. acquired a new position in shares of Dimensional US Core Equity Market ETF in the first quarter worth about $37,000. Kings Path Partners LLC purchased a new position in Dimensional US Core Equity Market ETF in the second quarter valued at about $92,000. Soundmark Wealth Management LLC acquired a new stake in Dimensional US Core Equity Market ETF during the 1st quarter valued at approximately $204,000. Finally, Wealthstream Advisors Inc. increased its holdings in Dimensional US Core Equity Market ETF by 10.1% during the 2nd quarter. Wealthstream Advisors Inc. now owns 6,539 shares of the company’s stock worth $245,000 after purchasing an additional 598 shares during the last quarter.

Dimensional US Core Equity Market ETF Stock Up 1.0 %

Shares of DFAU opened at $39.02 on Friday. The firm has a market cap of $5.92 billion, a price-to-earnings ratio of 22.05 and a beta of 1.02. The business’s 50 day moving average is $37.92 and its two-hundred day moving average is $36.69. Dimensional US Core Equity Market ETF has a 52-week low of $28.50 and a 52-week high of $39.16.

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.