Dimensional US Core Equity Market ETF $DFAU is Kennedy Investment Group’s 8th Largest Position

Kennedy Investment Group grew its stake in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 40.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 158,437 shares of the company’s stock after buying an additional 45,662 shares during the period. Dimensional US Core Equity Market ETF accounts for approximately 2.8% of Kennedy Investment Group’s holdings, making the stock its 8th biggest holding. Kennedy Investment Group owned approximately 0.07% of Dimensional US Core Equity Market ETF worth $7,415,000 at the end of the most recent reporting period.

Several other institutional investors also recently made changes to their positions in the stock. Warburton Capital Management LLC grew its stake in shares of Dimensional US Core Equity Market ETF by 2.7% during the 4th quarter. Warburton Capital Management LLC now owns 11,523 shares of the company’s stock valued at $539,000 after buying an additional 306 shares during the period. Golden State Equity Partners lifted its holdings in shares of Dimensional US Core Equity Market ETF by 3.8% during the 4th quarter. Golden State Equity Partners now owns 9,057 shares of the company’s stock valued at $424,000 after acquiring an additional 329 shares in the last quarter. Waterfront Wealth Inc. lifted its holdings in shares of Dimensional US Core Equity Market ETF by 0.3% during the 4th quarter. Waterfront Wealth Inc. now owns 114,048 shares of the company’s stock valued at $5,452,000 after acquiring an additional 343 shares in the last quarter. Vestia Personal Wealth Advisors lifted its holdings in shares of Dimensional US Core Equity Market ETF by 0.9% during the 4th quarter. Vestia Personal Wealth Advisors now owns 40,518 shares of the company’s stock valued at $1,921,000 after acquiring an additional 352 shares in the last quarter. Finally, Dixon Fnancial Services Inc. lifted its holdings in shares of Dimensional US Core Equity Market ETF by 3.8% during the 4th quarter. Dixon Fnancial Services Inc. now owns 10,379 shares of the company’s stock valued at $486,000 after acquiring an additional 383 shares in the last quarter.

Dimensional US Core Equity Market ETF Trading Down 0.7%

NYSEARCA:DFAU opened at $50.30 on Wednesday. The firm has a market capitalization of $11.56 billion, a price-to-earnings ratio of 23.25 and a beta of 1.00. The firm’s fifty day simple moving average is $47.69 and its 200 day simple moving average is $47.29. Dimensional US Core Equity Market ETF has a twelve month low of $39.48 and a twelve month high of $51.45.

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.