Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) is Sequoia Financial Advisors LLC’s 10th Largest Position

Sequoia Financial Advisors LLC grew its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 13.8% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,627,695 shares of the company’s stock after buying an additional 683,205 shares during the quarter. Dimensional US Core Equity Market ETF accounts for 1.7% of Sequoia Financial Advisors LLC’s investment portfolio, making the stock its 10th largest position. Sequoia Financial Advisors LLC’s holdings in Dimensional US Core Equity Market ETF were worth $216,329,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Alpha Financial Advisors LLC increased its position in shares of Dimensional US Core Equity Market ETF by 31.7% in the first quarter. Alpha Financial Advisors LLC now owns 784,696 shares of the company’s stock valued at $30,164,000 after buying an additional 188,892 shares in the last quarter. Timonier Family Office LTD. increased its position in shares of Dimensional US Core Equity Market ETF by 34.1% during the first quarter. Timonier Family Office LTD. now owns 571,372 shares of the company’s stock worth $21,964,000 after purchasing an additional 145,442 shares in the last quarter. Golden State Equity Partners increased its position in shares of Dimensional US Core Equity Market ETF by 5.9% during the first quarter. Golden State Equity Partners now owns 8,545 shares of the company’s stock worth $328,000 after purchasing an additional 477 shares in the last quarter. Balance Wealth LLC purchased a new stake in shares of Dimensional US Core Equity Market ETF during the first quarter worth approximately $1,789,000. Finally, Symmetry Partners LLC purchased a new stake in shares of Dimensional US Core Equity Market ETF during the first quarter worth approximately $261,000.

Dimensional US Core Equity Market ETF Stock Performance

Shares of DFAU opened at $41.59 on Thursday. Dimensional US Core Equity Market ETF has a one year low of $33.06 and a one year high of $42.42. The stock has a market capitalization of $8.18 billion, a price-to-earnings ratio of 22.10 and a beta of 1.01. The stock has a 50 day moving average price of $39.67 and a 200 day moving average price of $39.96.

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.