Dimensional US Core Equity Market ETF $DFAU Shares Sold by Essential Planning LLC.

Essential Planning LLC. trimmed its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 4.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 1,166,386 shares of the company’s stock after selling 56,890 shares during the period. Dimensional US Core Equity Market ETF comprises 17.4% of Essential Planning LLC.’s investment portfolio, making the stock its biggest holding. Essential Planning LLC.’s holdings in Dimensional US Core Equity Market ETF were worth $54,587,000 as of its most recent filing with the SEC.

Several other large investors have also recently made changes to their positions in the stock. Baker Tilly Wealth Management LLC purchased a new position in shares of Dimensional US Core Equity Market ETF during the third quarter worth $1,118,000. Great Point Wealth Advisors LLC purchased a new stake in shares of Dimensional US Core Equity Market ETF in the 3rd quarter valued at $14,316,000. Kooman & Associates raised its holdings in shares of Dimensional US Core Equity Market ETF by 2.8% in the 3rd quarter. Kooman & Associates now owns 2,785,357 shares of the company’s stock valued at $127,458,000 after buying an additional 75,775 shares during the period. Croban acquired a new position in Dimensional US Core Equity Market ETF during the 3rd quarter worth about $6,708,000. Finally, Alpha Financial Advisors LLC lifted its stake in Dimensional US Core Equity Market ETF by 6.4% during the 3rd quarter. Alpha Financial Advisors LLC now owns 803,942 shares of the company’s stock worth $36,788,000 after acquiring an additional 48,024 shares in the last quarter.

Dimensional US Core Equity Market ETF Price Performance

Shares of Dimensional US Core Equity Market ETF stock opened at $45.12 on Wednesday. The stock has a market capitalization of $9.99 billion, a price-to-earnings ratio of 23.25 and a beta of 1.00. The business has a 50-day moving average of $46.90 and a 200 day moving average of $46.60. Dimensional US Core Equity Market ETF has a 12 month low of $33.06 and a 12 month high of $48.36.

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.