Elevate Wealth Advisory Inc. Has $1.93 Million Position in Dimensional US Core Equity Market ETF $DFAU

Elevate Wealth Advisory Inc. decreased its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 3.3% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 50,107 shares of the company’s stock after selling 1,732 shares during the quarter. Dimensional US Core Equity Market ETF accounts for approximately 1.4% of Elevate Wealth Advisory Inc.’s holdings, making the stock its 18th biggest holding. Elevate Wealth Advisory Inc.’s holdings in Dimensional US Core Equity Market ETF were worth $1,926,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Liberty Wealth Management LLC raised its position in Dimensional US Core Equity Market ETF by 237.1% in the first quarter. Liberty Wealth Management LLC now owns 2,539,422 shares of the company’s stock worth $97,615,000 after purchasing an additional 1,786,072 shares in the last quarter. Hemington Wealth Management boosted its holdings in Dimensional US Core Equity Market ETF by 290.0% during the first quarter. Hemington Wealth Management now owns 2,234,748 shares of the company’s stock valued at $85,903,000 after purchasing an additional 1,661,682 shares in the last quarter. RVW Wealth LLC grew its stake in shares of Dimensional US Core Equity Market ETF by 91.5% in the 1st quarter. RVW Wealth LLC now owns 2,774,616 shares of the company’s stock valued at $106,656,000 after purchasing an additional 1,325,860 shares during the period. Pioneer Wealth Management Group acquired a new position in shares of Dimensional US Core Equity Market ETF in the 1st quarter worth approximately $46,303,000. Finally, Stadion Money Management LLC acquired a new position in shares of Dimensional US Core Equity Market ETF in the 4th quarter worth approximately $37,847,000.

Dimensional US Core Equity Market ETF Price Performance

Dimensional US Core Equity Market ETF stock opened at $43.82 on Thursday. The business has a 50 day simple moving average of $42.82 and a 200 day simple moving average of $40.50. The company has a market capitalization of $8.90 billion, a PE ratio of 23.25 and a beta of 0.98. Dimensional US Core Equity Market ETF has a one year low of $33.06 and a one year high of $44.37.

About Dimensional US Core Equity Market ETF

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.