Root Financial Partners LLC Has $147.69 Million Stock Position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Root Financial Partners LLC grew its position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 27.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,316,725 shares of the company’s stock after purchasing an additional 495,422 shares during the period. Dimensional U.S. Equity ETF makes up approximately 18.3% of Root Financial Partners LLC’s investment portfolio, making the stock its largest holding. Root Financial Partners LLC owned 1.45% of Dimensional U.S. Equity ETF worth $147,691,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of DFUS. Jane Street Group LLC grew its position in Dimensional U.S. Equity ETF by 9.6% in the third quarter. Jane Street Group LLC now owns 23,577 shares of the company’s stock valued at $1,466,000 after purchasing an additional 2,059 shares in the last quarter. Park Avenue Securities LLC boosted its stake in shares of Dimensional U.S. Equity ETF by 4.3% during the 4th quarter. Park Avenue Securities LLC now owns 4,547 shares of the company’s stock worth $290,000 after buying an additional 187 shares during the last quarter. JPMorgan Chase & Co. grew its holdings in shares of Dimensional U.S. Equity ETF by 3.6% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,019,006 shares of the company’s stock valued at $63,382,000 after acquiring an additional 35,356 shares in the last quarter. Sanctuary Advisors LLC acquired a new stake in shares of Dimensional U.S. Equity ETF in the second quarter valued at about $321,000. Finally, Captrust Financial Advisors increased its position in shares of Dimensional U.S. Equity ETF by 1.8% in the third quarter. Captrust Financial Advisors now owns 179,945 shares of the company’s stock valued at $11,193,000 after acquiring an additional 3,118 shares during the last quarter.

Dimensional U.S. Equity ETF Stock Performance

Shares of NYSEARCA DFUS opened at $66.45 on Friday. The stock has a 50 day moving average price of $65.18 and a 200 day moving average price of $63.02. The stock has a market capitalization of $10.60 billion, a PE ratio of 24.29 and a beta of 1.04. Dimensional U.S. Equity ETF has a 52 week low of $53.66 and a 52 week high of $66.61.

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.