Concurrent Investment Advisors LLC Increases Stock Position in Dimensional U.S. Equity ETF $DFUS

Concurrent Investment Advisors LLC increased its stake in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 10.7% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 4,023 shares of the company’s stock after buying an additional 388 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in Dimensional U.S. Equity ETF were worth $270,000 as of its most recent filing with the SEC.

A number of other large investors have also added to or reduced their stakes in DFUS. Maseco LLP purchased a new stake in Dimensional U.S. Equity ETF during the second quarter worth about $529,336,000. LPL Financial LLC increased its holdings in Dimensional U.S. Equity ETF by 49.1% during the first quarter. LPL Financial LLC now owns 3,610,103 shares of the company’s stock worth $218,339,000 after buying an additional 1,188,511 shares during the last quarter. SouthState Corp purchased a new stake in Dimensional U.S. Equity ETF during the first quarter worth about $71,622,000. Elser Financial Planning Inc increased its holdings in Dimensional U.S. Equity ETF by 2,118.6% during the second quarter. Elser Financial Planning Inc now owns 948,821 shares of the company’s stock worth $63,979,000 after buying an additional 906,055 shares during the last quarter. Finally, Root Financial Partners LLC increased its holdings in Dimensional U.S. Equity ETF by 24.9% during the first quarter. Root Financial Partners LLC now owns 2,893,839 shares of the company’s stock worth $175,121,000 after buying an additional 577,114 shares during the last quarter.

Dimensional U.S. Equity ETF Stock Performance

NYSEARCA DFUS opened at $72.20 on Monday. Dimensional U.S. Equity ETF has a 52-week low of $52.10 and a 52-week high of $73.30. The company has a 50-day simple moving average of $71.25 and a 200 day simple moving average of $66.40. The company has a market capitalization of $17.50 billion, a PE ratio of 24.45 and a beta of 0.99.

Dimensional U.S. Equity ETF 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.