Baker Tilly Wealth Management LLC Takes Position in Dimensional U.S. Equity ETF $DFUS

Baker Tilly Wealth Management LLC purchased a new position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 130,666 shares of the company’s stock, valued at approximately $9,465,000. Dimensional U.S. Equity ETF comprises 2.1% of Baker Tilly Wealth Management LLC’s investment portfolio, making the stock its 9th largest position. Baker Tilly Wealth Management LLC owned about 0.05% of Dimensional U.S. Equity ETF at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in DFUS. Delap Wealth Advisory LLC grew its stake in Dimensional U.S. Equity ETF by 3.3% in the 2nd 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 boosted its holdings in shares of Dimensional U.S. Equity ETF by 1.2% in the second quarter. Forum Private Client Group LLC now owns 12,796 shares of the company’s stock valued at $858,000 after purchasing an additional 152 shares during the period. SageOak Financial LLC grew its stake in Dimensional U.S. Equity ETF by 3.8% in the second quarter. SageOak Financial LLC now owns 4,604 shares of the company’s stock worth $309,000 after purchasing an additional 168 shares in the last quarter. Lido Advisors LLC grew its stake 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 worth $2,379,000 after purchasing an additional 200 shares in the last quarter. Finally, LRI Investments LLC increased its holdings in Dimensional U.S. Equity ETF by 0.6% during the 2nd quarter. LRI Investments LLC now owns 40,882 shares of the company’s stock worth $2,740,000 after purchasing an additional 227 shares during the period.

Dimensional U.S. Equity ETF Trading Up 0.9%

Shares of DFUS stock opened at $74.12 on Friday. Dimensional U.S. Equity ETF has a twelve month low of $52.10 and a twelve month high of $75.08. The stock has a fifty day simple moving average of $73.42 and a two-hundred day simple moving average of $70.52. The stock has a market capitalization of $18.01 billion, a price-to-earnings ratio of 24.45 and a beta of 1.01.

Dimensional U.S. Equity ETF Company 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.