Willow Creek Wealth Management Inc. Buys 22,715 Shares of Dimensional US Core Equity Market ETF $DFAU

Willow Creek Wealth Management Inc. lifted its stake in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 6.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 367,975 shares of the company’s stock after purchasing an additional 22,715 shares during the quarter. Dimensional US Core Equity Market ETF comprises 1.4% of Willow Creek Wealth Management Inc.’s investment portfolio, making the stock its 21st biggest holding. Willow Creek Wealth Management Inc. owned about 0.18% of Dimensional US Core Equity Market ETF worth $15,587,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. Financial Counselors Inc. boosted its position in shares of Dimensional US Core Equity Market ETF by 7.2% during the 1st quarter. Financial Counselors Inc. now owns 8,471 shares of the company’s stock worth $326,000 after purchasing an additional 569 shares in the last quarter. Keystone Financial Group Inc. lifted its position in Dimensional US Core Equity Market ETF by 7.2% in the 1st quarter. Keystone Financial Group Inc. now owns 639,454 shares of the company’s stock valued at $24,497,000 after acquiring an additional 42,872 shares in the last quarter. AlphaCore Capital LLC bought a new position in Dimensional US Core Equity Market ETF in the 1st quarter valued at about $353,000. Sequoia Financial Advisors LLC lifted its position in Dimensional US Core Equity Market ETF by 13.8% in the 1st quarter. Sequoia Financial Advisors LLC now owns 5,627,695 shares of the company’s stock valued at $216,329,000 after acquiring an additional 683,205 shares in the last quarter. Finally, Envestnet Asset Management Inc. lifted its position in Dimensional US Core Equity Market ETF by 1.3% in the 1st quarter. Envestnet Asset Management Inc. now owns 540,607 shares of the company’s stock valued at $20,781,000 after acquiring an additional 7,067 shares in the last quarter.

Dimensional US Core Equity Market ETF Stock Performance

Shares of NYSEARCA DFAU opened at $45.50 on Friday. Dimensional US Core Equity Market ETF has a fifty-two week low of $33.06 and a fifty-two week high of $46.02. The stock has a market cap of $9.24 billion, a price-to-earnings ratio of 23.25 and a beta of 0.98. The firm’s 50-day simple moving average is $44.32 and its 200 day simple moving average is $41.24.

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.