Cypress Point Wealth Management LLC Grows Stock Holdings in Dimensional U.S. Equity ETF $DFUS

Cypress Point Wealth Management LLC lifted its stake in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 16.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 191,807 shares of the company’s stock after buying an additional 27,307 shares during the period. Dimensional U.S. Equity ETF comprises approximately 2.8% of Cypress Point Wealth Management LLC’s holdings, making the stock its 6th largest holding. Cypress Point Wealth Management LLC owned approximately 0.08% of Dimensional U.S. Equity ETF worth $13,894,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of the stock. Delap Wealth Advisory LLC raised its stake in Dimensional U.S. Equity ETF by 3.3% during the second quarter. Delap Wealth Advisory LLC now owns 4,658 shares of the company’s stock worth $312,000 after acquiring an additional 150 shares in the last quarter. Forum Private Client Group LLC increased its position in shares of Dimensional U.S. Equity ETF by 1.2% during the 2nd quarter. Forum Private Client Group LLC now owns 12,796 shares of the company’s stock worth $858,000 after purchasing an additional 152 shares in the last quarter. SageOak Financial LLC lifted its holdings in Dimensional U.S. Equity ETF by 3.8% during the 2nd quarter. SageOak Financial LLC now owns 4,604 shares of the company’s stock valued at $309,000 after purchasing an additional 168 shares during the last quarter. Lido Advisors LLC boosted its position in Dimensional U.S. Equity ETF by 0.6% in the second quarter. Lido Advisors LLC now owns 35,500 shares of the company’s stock valued at $2,379,000 after buying an additional 200 shares in the last quarter. Finally, LRI Investments LLC boosted its position in Dimensional U.S. Equity ETF by 0.6% in the second quarter. LRI Investments LLC now owns 40,882 shares of the company’s stock valued at $2,740,000 after buying an additional 227 shares in the last quarter.

Dimensional U.S. Equity ETF Trading Down 1.2%

NYSEARCA DFUS opened at $72.86 on Thursday. Dimensional U.S. Equity ETF has a 1-year low of $52.10 and a 1-year high of $75.08. The company has a 50 day moving average of $73.35 and a 200-day moving average of $70.43. The firm has a market cap of $17.70 billion, a price-to-earnings ratio of 24.45 and a beta of 1.01.

About Dimensional U.S. Equity ETF

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.