Dimensional US Core Equity Market ETF $DFAU Stock: Larry Mathis Financial Planning LLC Boosts Holdings

Larry Mathis Financial Planning LLC boosted its holdings in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 111.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 539,287 shares of the company’s stock after buying an additional 283,872 shares during the period. Dimensional US Core Equity Market ETF comprises 24.0% of Larry Mathis Financial Planning LLC’s portfolio, making the stock its largest holding. Larry Mathis Financial Planning LLC owned approximately 0.22% of Dimensional US Core Equity Market ETF worth $28,237,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of DFAU. Apollon Wealth Management LLC raised its stake in shares of Dimensional US Core Equity Market ETF by 1.9% in the 3rd quarter. Apollon Wealth Management LLC now owns 75,059 shares of the company’s stock valued at $3,930,000 after buying an additional 1,380 shares in the last quarter. Sigma Planning Corp bought a new position in shares of Dimensional US Core Equity Market ETF during the 3rd quarter worth about $548,000. Yardley Wealth Management LLC lifted its holdings in shares of Dimensional US Core Equity Market ETF by 2.9% during the 3rd quarter. Yardley Wealth Management LLC now owns 752,735 shares of the company’s stock worth $39,413,000 after acquiring an additional 21,182 shares during the period. Dixon Fnancial Services Inc. boosted its position in shares of Dimensional US Core Equity Market ETF by 5.1% during the 3rd quarter. Dixon Fnancial Services Inc. now owns 11,465 shares of the company’s stock valued at $600,000 after acquiring an additional 560 shares in the last quarter. Finally, Signaturefd LLC acquired a new stake in shares of Dimensional US Core Equity Market ETF during the 3rd quarter valued at about $330,000.

Dimensional US Core Equity Market ETF Stock Up 0.6%

NYSEARCA DFAU opened at $52.74 on Tuesday. The stock has a market cap of $12.98 billion, a P/E ratio of 23.25 and a beta of 1.00. The company’s 50-day simple moving average is $52.91 and its 200 day simple moving average is $50.23. Dimensional US Core Equity Market ETF has a twelve month low of $43.67 and a twelve month high of $53.95.

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.