Diversify Wealth Management LLC Has $52.26 Million Holdings in Dimensional US Core Equity Market ETF $DFAU

Diversify Wealth Management LLC lowered its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 6.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,119,298 shares of the company’s stock after selling 76,053 shares during the quarter. Dimensional US Core Equity Market ETF accounts for about 3.0% of Diversify Wealth Management LLC’s investment portfolio, making the stock its 3rd biggest position. Diversify Wealth Management LLC owned about 0.52% of Dimensional US Core Equity Market ETF worth $52,260,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Sequoia Financial Advisors LLC raised its holdings in shares of 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 worth $282,214,000 after buying an additional 1,034,590 shares in the last quarter. Allworth Financial LP boosted its stake in Dimensional US Core Equity Market ETF by 18.9% in the 2nd quarter. Allworth Financial LP now owns 3,813,798 shares of the company’s stock valued at $161,552,000 after buying an additional 606,268 shares in the last quarter. Austin Wealth Management LLC grew its position in Dimensional US Core Equity Market ETF by 46.3% in the second quarter. Austin Wealth Management LLC now owns 1,500,959 shares of the company’s stock valued at $65,052,000 after acquiring an additional 474,866 shares during the period. Cetera Investment Advisers raised its stake in Dimensional US Core Equity Market ETF by 119.0% during the second quarter. Cetera Investment Advisers now owns 769,987 shares of the company’s stock worth $32,617,000 after acquiring an additional 418,357 shares in the last quarter. Finally, Great Point Wealth Advisors LLC acquired a new position in Dimensional US Core Equity Market ETF during the third quarter worth $14,316,000.

Dimensional US Core Equity Market ETF Stock Performance

Shares of NYSEARCA:DFAU opened at $47.84 on Friday. Dimensional US Core Equity Market ETF has a 52 week low of $33.06 and a 52 week high of $48.36. The company’s fifty day moving average is $47.54 and its 200-day moving average is $46.31. The company has a market capitalization of $10.59 billion, a PE ratio of 23.25 and a beta of 1.00.

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.