EP Wealth Advisors LLC Sells 10,147 Shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

EP Wealth Advisors LLC trimmed its position in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 26.4% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 28,232 shares of the company’s stock after selling 10,147 shares during the quarter. EP Wealth Advisors LLC’s holdings in Dimensional U.S. Equity ETF were worth $1,609,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Accel Wealth Management lifted its holdings in Dimensional U.S. Equity ETF by 6.6% in the fourth quarter. Accel Wealth Management now owns 4,678 shares of the company’s stock valued at $242,000 after acquiring an additional 290 shares during the period. Capital Performance Advisors LLP boosted its holdings in shares of Dimensional U.S. Equity ETF by 8.4% in the fourth quarter. Capital Performance Advisors LLP now owns 157,032 shares of the company’s stock worth $8,139,000 after buying an additional 12,115 shares during the last quarter. Atlantic Union Bankshares Corp bought a new stake in Dimensional U.S. Equity ETF during the fourth quarter valued at approximately $1,040,000. Trademark Financial Management LLC purchased a new stake in Dimensional U.S. Equity ETF during the fourth quarter valued at approximately $608,000. Finally, AdvisorNet Financial Inc increased its holdings in Dimensional U.S. Equity ETF by 0.4% during the fourth quarter. AdvisorNet Financial Inc now owns 55,981 shares of the company’s stock valued at $2,902,000 after buying an additional 202 shares during the last quarter.

Dimensional U.S. Equity ETF Stock Performance

Shares of Dimensional U.S. Equity ETF stock traded up $0.64 on Friday, hitting $59.20. 184,264 shares of the company’s stock were exchanged, compared to its average volume of 288,844. The stock has a market capitalization of $9.44 billion, a PE ratio of 24.29 and a beta of 1.04. The company has a 50-day simple moving average of $58.84 and a 200-day simple moving average of $56.29. Dimensional U.S. Equity ETF has a 1 year low of $44.39 and a 1 year high of $61.35.

Dimensional U.S. Equity ETF Profile

The Dimensional U.S. Equity ETF (DFUS) is an exchange-traded fund that mostly invests in total market equity. The fund actively selects US equities of all sizes weighted by market capitalization in seeking to provide long-term capital appreciation. DFUS was launched on Sep 25, 2001 and is managed by Dimensional.