Shira Ridge Wealth Management Sells 4,600 Shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Shira Ridge Wealth Management decreased its holdings in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 0.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 521,317 shares of the company’s stock after selling 4,600 shares during the period. Dimensional US Core Equity Market ETF makes up approximately 10.3% of Shira Ridge Wealth Management’s holdings, making the stock its 2nd largest position. Shira Ridge Wealth Management owned approximately 0.34% of Dimensional US Core Equity Market ETF worth $21,108,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Yardley Wealth Management LLC purchased a new position in Dimensional US Core Equity Market ETF in the third quarter worth $28,066,000. Kovitz Investment Group Partners LLC purchased a new position in shares of Dimensional US Core Equity Market ETF in the 3rd quarter valued at about $27,205,000. Allworth Financial LP lifted its stake in shares of Dimensional US Core Equity Market ETF by 20.7% in the third quarter. Allworth Financial LP now owns 2,877,689 shares of the company’s stock valued at $114,215,000 after purchasing an additional 493,911 shares during the period. OneDigital Investment Advisors LLC boosted its holdings in Dimensional US Core Equity Market ETF by 23.1% during the third quarter. OneDigital Investment Advisors LLC now owns 2,531,792 shares of the company’s stock worth $100,487,000 after buying an additional 475,125 shares in the last quarter. Finally, Sequoia Financial Advisors LLC grew its position in Dimensional US Core Equity Market ETF by 10.1% during the third quarter. Sequoia Financial Advisors LLC now owns 4,822,146 shares of the company’s stock worth $191,391,000 after buying an additional 441,160 shares during the period.

Dimensional US Core Equity Market ETF Trading Up 0.2 %

DFAU stock opened at $40.25 on Tuesday. The firm has a 50 day moving average of $41.32 and a 200-day moving average of $39.60. The company has a market cap of $6.10 billion, a price-to-earnings ratio of 22.05 and a beta of 1.02. Dimensional US Core Equity Market ETF has a 12-month low of $32.66 and a 12-month high of $42.42.

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.