Dimensional U.S. Equity ETF $DFUS Stock: Heritage Wealth Management Inc. Texas Raises Position

Heritage Wealth Management Inc. Texas raised its holdings in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 1.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 905,266 shares of the company’s stock after buying an additional 15,541 shares during the quarter. Dimensional U.S. Equity ETF comprises about 28.1% of Heritage Wealth Management Inc. Texas’ holdings, making the stock its largest position. Heritage Wealth Management Inc. Texas’ holdings in Dimensional U.S. Equity ETF were worth $75,140,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in DFUS. Root Financial Partners LLC raised its holdings in shares of Dimensional U.S. Equity ETF by 6.4% in the 3rd quarter. Root Financial Partners LLC now owns 5,533,635 shares of the company’s stock valued at $459,458,000 after acquiring an additional 334,890 shares in the last quarter. Vise Technologies Inc. grew its holdings in shares of Dimensional U.S. Equity ETF by 9.9% during the third quarter. Vise Technologies Inc. now owns 5,318,761 shares of the company’s stock worth $441,617,000 after purchasing an additional 479,349 shares in the last quarter. Sax Wealth Advisors LLC grew its holdings in shares of Dimensional U.S. Equity ETF by 11.3% during the third quarter. Sax Wealth Advisors LLC now owns 4,731,975 shares of the company’s stock worth $392,896,000 after purchasing an additional 481,353 shares in the last quarter. Great Waters Wealth Management increased its position in shares of Dimensional U.S. Equity ETF by 6.1% in the third quarter. Great Waters Wealth Management now owns 3,114,270 shares of the company’s stock worth $258,578,000 after purchasing an additional 179,602 shares during the last quarter. Finally, Zhang Financial LLC increased its position in shares of Dimensional U.S. Equity ETF by 4.8% in the first quarter. Zhang Financial LLC now owns 2,533,557 shares of the company’s stock worth $179,654,000 after purchasing an additional 115,694 shares during the last quarter.

Dimensional U.S. Equity ETF Price Performance

Shares of DFUS opened at $82.58 on Friday. The firm’s 50 day simple moving average is $83.35 and its 200 day simple moving average is $79.78. The company has a market capitalization of $21.08 billion, a P/E ratio of 23.01 and a beta of 1.02. Dimensional U.S. Equity ETF has a 1-year low of $68.59 and a 1-year high of $85.27.

About Dimensional U.S. Equity ETF

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.