Dimensional U.S. Equity ETF $DFUS is Heritage Wealth Management Inc. Texas’ Largest Position

Heritage Wealth Management Inc. Texas increased its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 1.4% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 895,466 shares of the company’s stock after buying an additional 12,719 shares during the period. Dimensional U.S. Equity ETF accounts for approximately 28.6% of Heritage Wealth Management Inc. Texas’ portfolio, making the stock its largest holding. Heritage Wealth Management Inc. Texas owned approximately 0.37% of Dimensional U.S. Equity ETF worth $64,867,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in DFUS. HHM Wealth Advisors LLC bought a new position in Dimensional U.S. Equity ETF in the 3rd quarter worth about $42,000. Bessemer Group Inc. purchased a new position in shares of Dimensional U.S. Equity ETF during the second quarter worth about $54,000. First United Bank & Trust purchased a new position in shares of Dimensional U.S. Equity ETF during the third quarter worth about $56,000. Nemes Rush Group LLC increased its position in shares of Dimensional U.S. Equity ETF by 43.0% in the second quarter. Nemes Rush Group LLC now owns 954 shares of the company’s stock worth $64,000 after purchasing an additional 287 shares during the last quarter. Finally, Fiduciary Advisors Inc. increased its position in shares of Dimensional U.S. Equity ETF by 50.2% in the third quarter. Fiduciary Advisors Inc. now owns 1,609 shares of the company’s stock worth $117,000 after purchasing an additional 538 shares during the last quarter.

Dimensional U.S. Equity ETF Price Performance

Shares of Dimensional U.S. Equity ETF stock opened at $75.21 on Monday. Dimensional U.S. Equity ETF has a 1 year low of $52.10 and a 1 year high of $75.91. The firm has a market cap of $18.43 billion, a PE ratio of 24.45 and a beta of 1.01. The company has a 50 day simple moving average of $74.28 and a two-hundred day simple moving average of $72.20.

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.