Root Financial Partners LLC Has $5.92 Million Stock Holdings in Dimensional US Core Equity Market ETF $DFAU

Root Financial Partners LLC lifted its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 137.2% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 139,825 shares of the company’s stock after buying an additional 80,872 shares during the quarter. Dimensional US Core Equity Market ETF comprises approximately 0.6% of Root Financial Partners LLC’s holdings, making the stock its 27th largest position. Root Financial Partners LLC owned 0.07% of Dimensional US Core Equity Market ETF worth $5,923,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Timonier Family Office LTD. increased its stake in shares of Dimensional US Core Equity Market ETF by 14.4% in the second quarter. Timonier Family Office LTD. now owns 653,679 shares of the company’s stock worth $27,690,000 after purchasing an additional 82,307 shares during the period. Abacus Planning Group Inc. acquired a new position in Dimensional US Core Equity Market ETF during the 2nd quarter valued at $114,778,000. Liberty Wealth Management LLC boosted its holdings in Dimensional US Core Equity Market ETF by 1.7% in the 2nd quarter. Liberty Wealth Management LLC now owns 828,196 shares of the company’s stock valued at $35,082,000 after purchasing an additional 13,709 shares during the period. Sequoia Financial Advisors LLC boosted its holdings in Dimensional US Core Equity Market ETF by 18.4% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 6,662,285 shares of the company’s stock valued at $282,214,000 after purchasing an additional 1,034,590 shares during the period. Finally, SwitchPoint Financial Planning LLC grew its position in Dimensional US Core Equity Market ETF by 38.9% in the 2nd quarter. SwitchPoint Financial Planning LLC now owns 72,101 shares of the company’s stock worth $3,054,000 after purchasing an additional 20,198 shares during the last quarter.

Dimensional US Core Equity Market ETF Stock Performance

NYSEARCA:DFAU opened at $45.95 on Monday. The firm’s 50-day moving average is $45.87 and its 200-day moving average is $43.45. The company has a market cap of $9.84 billion, a price-to-earnings ratio of 23.25 and a beta of 1.00. Dimensional US Core Equity Market ETF has a 52-week low of $33.06 and a 52-week high of $47.17.

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.