Sax Wealth Advisors LLC Boosts Position in Dimensional U.S. Equity ETF $DFUS

Sax Wealth Advisors LLC boosted its stake in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 8.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,874,407 shares of the company’s stock after purchasing an additional 307,634 shares during the quarter. Dimensional U.S. Equity ETF comprises approximately 13.5% of Sax Wealth Advisors LLC’s portfolio, making the stock its biggest holding. Sax Wealth Advisors LLC owned approximately 1.58% of Dimensional U.S. Equity ETF worth $287,365,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Root Financial Partners LLC grew its stake in Dimensional U.S. Equity ETF by 47.4% in the 3rd quarter. Root Financial Partners LLC now owns 4,561,445 shares of the company’s stock worth $330,431,000 after buying an additional 1,466,016 shares in the last quarter. Vise Technologies Inc. bought a new position in shares of Dimensional U.S. Equity ETF in the 3rd quarter worth $97,353,000. Focus Partners Wealth raised its position in shares of Dimensional U.S. Equity ETF by 13.8% during the 3rd quarter. Focus Partners Wealth now owns 9,198,125 shares of the company’s stock valued at $667,584,000 after buying an additional 1,113,200 shares in the last quarter. Mariner LLC raised its position in shares of Dimensional U.S. Equity ETF by 18.9% during the 3rd quarter. Mariner LLC now owns 2,362,710 shares of the company’s stock valued at $171,155,000 after buying an additional 375,178 shares in the last quarter. Finally, Farther Finance Advisors LLC lifted its holdings in shares of Dimensional U.S. Equity ETF by 74.0% during the 3rd quarter. Farther Finance Advisors LLC now owns 544,708 shares of the company’s stock worth $39,459,000 after acquiring an additional 231,580 shares during the last quarter.

Dimensional U.S. Equity ETF Stock Performance

Shares of NYSEARCA:DFUS opened at $71.66 on Thursday. Dimensional U.S. Equity ETF has a 52-week low of $52.10 and a 52-week high of $76.08. The firm has a fifty day moving average of $74.26 and a 200 day moving average of $73.69. The firm has a market capitalization of $17.56 billion, a PE ratio of 24.45 and a beta of 1.01.

Dimensional U.S. Equity ETF Company Profile

The Dimensional U.S. Equity ETF (DFUS) is an exchange-traded fund that mostly invests in total market equity. The fund actively selects US equities of all sizes weighted by market capitalization in seeking to provide long-term capital appreciation. DFUS was launched on Sep 25, 2001 and is managed by Dimensional.