Dimensional US Core Equity Market ETF $DFAU is Liberty Wealth Management LLC’s Largest Position

Liberty Wealth Management LLC decreased its position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 1.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 803,724 shares of the company’s stock after selling 9,864 shares during the period. Dimensional US Core Equity Market ETF makes up approximately 4.9% of Liberty Wealth Management LLC’s investment portfolio, making the stock its biggest position. Liberty Wealth Management LLC owned 0.36% of Dimensional US Core Equity Market ETF worth $37,604,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Tradewinds Capital Management LLC purchased a new position in shares of Dimensional US Core Equity Market ETF during the fourth quarter valued at about $38,000. Qube Research & Technologies Ltd grew its position in shares of Dimensional US Core Equity Market ETF by 93.1% during the third quarter. Qube Research & Technologies Ltd now owns 3,392 shares of the company’s stock valued at $155,000 after purchasing an additional 1,635 shares in the last quarter. Beacon Financial Strategies CORP purchased a new position in shares of Dimensional US Core Equity Market ETF during the fourth quarter valued at about $182,000. US Bancorp DE grew its position in shares of Dimensional US Core Equity Market ETF by 5,595.9% during the third quarter. US Bancorp DE now owns 4,215 shares of the company’s stock valued at $193,000 after purchasing an additional 4,141 shares in the last quarter. Finally, Golden Reserve Retirement LLC purchased a new position in shares of Dimensional US Core Equity Market ETF during the fourth quarter valued at about $201,000.

Dimensional US Core Equity Market ETF Stock Down 0.2%

Shares of Dimensional US Core Equity Market ETF stock opened at $50.70 on Wednesday. The firm has a market cap of $11.66 billion, a price-to-earnings ratio of 23.25 and a beta of 1.00. The business has a 50-day moving average price of $47.33 and a 200-day moving average price of $47.14. Dimensional US Core Equity Market ETF has a twelve month low of $39.48 and a twelve month high of $50.94.

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.