Essential Planning LLC. Increases Position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Essential Planning LLC. lifted its position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 1.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,238,741 shares of the company’s stock after purchasing an additional 14,073 shares during the quarter. Dimensional US Core Equity Market ETF accounts for 20.2% of Essential Planning LLC.’s portfolio, making the stock its 2nd largest position. Essential Planning LLC.’s holdings in Dimensional US Core Equity Market ETF were worth $49,166,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in DFAU. Osaic Holdings Inc. raised its holdings in shares of Dimensional US Core Equity Market ETF by 4.8% during the first quarter. Osaic Holdings Inc. now owns 217,814 shares of the company’s stock worth $7,959,000 after acquiring an additional 10,001 shares during the period. Patten & Patten Inc. TN acquired a new stake in shares of Dimensional US Core Equity Market ETF during the first quarter worth $586,000. Texas Capital Bank Wealth Management Services Inc raised its holdings in shares of Dimensional US Core Equity Market ETF by 41.5% during the first quarter. Texas Capital Bank Wealth Management Services Inc now owns 49,092 shares of the company’s stock worth $1,794,000 after acquiring an additional 14,404 shares during the period. Sax Wealth Advisors LLC raised its holdings in shares of Dimensional US Core Equity Market ETF by 46.7% during the first quarter. Sax Wealth Advisors LLC now owns 377,406 shares of the company’s stock worth $13,790,000 after acquiring an additional 120,175 shares during the period. Finally, CreativeOne Wealth LLC acquired a new stake in shares of Dimensional US Core Equity Market ETF during the first quarter worth $5,198,000.

Dimensional US Core Equity Market ETF Trading Down 1.3 %

Shares of DFAU stock opened at $40.71 on Friday. Dimensional US Core Equity Market ETF has a 1 year low of $31.09 and a 1 year high of $41.79. The firm’s fifty day moving average price is $39.82 and its two-hundred day moving average price is $38.27. The firm has a market capitalization of $6.17 billion, a P/E ratio of 22.05 and a beta of 1.02.

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.