Dimensional US Core Equity Market ETF $DFAU is Quantum Financial Advisors LLC’s 9th Largest Position

Quantum Financial Advisors LLC lifted its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 2.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 536,348 shares of the company’s stock after acquiring an additional 14,918 shares during the period. Dimensional US Core Equity Market ETF makes up 2.5% of Quantum Financial Advisors LLC’s portfolio, making the stock its 9th biggest position. Quantum Financial Advisors LLC’s holdings in Dimensional US Core Equity Market ETF were worth $25,101,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in DFAU. GWN Securities Inc. boosted its position in Dimensional US Core Equity Market ETF by 2.1% during the 3rd quarter. GWN Securities Inc. now owns 11,028 shares of the company’s stock worth $505,000 after purchasing an additional 222 shares during the period. Warburton Capital Management LLC raised its position in Dimensional US Core Equity Market ETF by 3.0% in the third quarter. Warburton Capital Management LLC now owns 11,217 shares of the company’s stock valued at $514,000 after purchasing an additional 327 shares during the period. Hill Investment Group Partners LLC lifted its stake in shares of Dimensional US Core Equity Market ETF by 6.5% during the second quarter. Hill Investment Group Partners LLC now owns 6,198 shares of the company’s stock worth $263,000 after purchasing an additional 377 shares in the last quarter. Axis Wealth Partners LLC boosted its position in shares of Dimensional US Core Equity Market ETF by 3.1% in the third quarter. Axis Wealth Partners LLC now owns 13,233 shares of the company’s stock worth $606,000 after buying an additional 393 shares during the period. Finally, Geneos Wealth Management Inc. grew its stake in shares of Dimensional US Core Equity Market ETF by 3.9% in the second quarter. Geneos Wealth Management Inc. now owns 11,448 shares of the company’s stock valued at $485,000 after buying an additional 430 shares in the last quarter.

Dimensional US Core Equity Market ETF Stock Performance

DFAU stock opened at $45.44 on Tuesday. The firm has a market cap of $10.06 billion, a P/E ratio of 23.25 and a beta of 1.00. Dimensional US Core Equity Market ETF has a 1 year low of $33.06 and a 1 year high of $48.36. The stock has a 50-day simple moving average of $47.24 and a 200-day simple moving average of $46.61.

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.