Heritage Investment Group Inc. Has $18.98 Million Holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Heritage Investment Group Inc. raised its holdings in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 2.7% during the third quarter, Holdings Channel.com reports. The fund owned 478,256 shares of the company’s stock after buying an additional 12,722 shares during the period. Dimensional US Core Equity Market ETF accounts for approximately 3.6% of Heritage Investment Group Inc.’s portfolio, making the stock its 9th largest position. Heritage Investment Group Inc.’s holdings in Dimensional US Core Equity Market ETF were worth $18,982,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also made changes to their positions in the business. GEM Asset Management LLC boosted its position in shares of Dimensional US Core Equity Market ETF by 3.5% during the second quarter. GEM Asset Management LLC now owns 124,523 shares of the company’s stock worth $4,668,000 after acquiring an additional 4,265 shares during the last quarter. CVA Family Office LLC boosted its holdings in shares of 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 purchasing an additional 18,834 shares during the last quarter. Morling Financial Advisors LLC grew its position in shares of Dimensional US Core Equity Market ETF by 1.9% during the second quarter. Morling Financial Advisors LLC now owns 472,930 shares of the company’s stock valued at $17,730,000 after purchasing an additional 8,865 shares in the last quarter. Apollon Wealth Management LLC increased its holdings in shares of Dimensional US Core Equity Market ETF by 34.5% in the second quarter. Apollon Wealth Management LLC now owns 99,353 shares of the company’s stock worth $3,725,000 after purchasing an additional 25,512 shares during the last quarter. Finally, D.A. Davidson & CO. lifted its position in shares of Dimensional US Core Equity Market ETF by 2.3% in the second quarter. D.A. Davidson & CO. now owns 110,935 shares of the company’s stock worth $4,159,000 after buying an additional 2,485 shares in the last quarter.

Dimensional US Core Equity Market ETF Stock Down 1.3 %

Dimensional US Core Equity Market ETF stock traded down $0.54 during midday trading on Friday, reaching $40.71. 406,696 shares of the stock traded hands, compared to its average volume of 444,678. Dimensional US Core Equity Market ETF has a 12 month low of $31.09 and a 12 month high of $41.79. The stock’s fifty day moving average is $39.82 and its 200-day moving average is $38.25. The stock has a market cap of $6.17 billion, a P/E ratio of 22.05 and a beta of 1.02.

Dimensional US Core Equity Market ETF Company 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.