Dimensional U.S. Equity ETF $DFUS is Heritage Wealth Management Inc. Texas’ Largest Position

Heritage Wealth Management Inc. Texas raised its holdings in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 12.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 882,747 shares of the company’s stock after acquiring an additional 99,947 shares during the quarter. Dimensional U.S. Equity ETF makes up 29.4% of Heritage Wealth Management Inc. Texas’ investment portfolio, making the stock its largest position. Heritage Wealth Management Inc. Texas’ holdings in Dimensional U.S. Equity ETF were worth $59,114,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in DFUS. Maseco LLP purchased a new position in Dimensional U.S. Equity ETF during the 2nd quarter valued at about $529,336,000. LPL Financial LLC grew its holdings in shares of 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 in the last quarter. SouthState Corp purchased a new stake in shares of Dimensional U.S. Equity ETF during the first quarter worth about $71,622,000. Elser Financial Planning Inc grew its holdings in shares of 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 in the last quarter. Finally, Apella Capital LLC grew its holdings in shares of Dimensional U.S. Equity ETF by 64.5% during the second quarter. Apella Capital LLC now owns 1,177,252 shares of the company’s stock worth $79,394,000 after buying an additional 461,706 shares in the last quarter.

Dimensional U.S. Equity ETF Price Performance

Shares of NYSEARCA DFUS opened at $74.51 on Tuesday. The company has a market cap of $18.11 billion, a PE ratio of 24.45 and a beta of 1.01. Dimensional U.S. Equity ETF has a 12 month low of $52.10 and a 12 month high of $74.54. The company has a 50-day simple moving average of $71.67 and a 200-day simple moving average of $67.14.

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.