Dimensional U.S. Equity ETF $DFUS Stake Increased by OLIO Financial Planning

OLIO Financial Planning boosted its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 3.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 856,242 shares of the company’s stock after acquiring an additional 31,450 shares during the quarter. Dimensional U.S. Equity ETF comprises approximately 17.8% of OLIO Financial Planning’s portfolio, making the stock its biggest holding. OLIO Financial Planning owned about 0.35% of Dimensional U.S. Equity ETF worth $63,507,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Greenspring Advisors LLC purchased a new position in Dimensional U.S. Equity ETF in the third quarter valued at about $1,048,000. Baker Tilly Wealth Management LLC acquired a new stake in shares of Dimensional U.S. Equity ETF during the 3rd quarter valued at approximately $9,465,000. Asset Dedication LLC boosted its stake in shares of Dimensional U.S. Equity ETF by 6.6% during the 2nd quarter. Asset Dedication LLC now owns 670,487 shares of the company’s stock worth $44,936,000 after acquiring an additional 41,469 shares in the last quarter. Allodium Investment Consultants LLC boosted its stake in shares of Dimensional U.S. Equity ETF by 7.0% during the 4th quarter. Allodium Investment Consultants LLC now owns 335,103 shares of the company’s stock worth $24,855,000 after acquiring an additional 21,789 shares in the last quarter. Finally, Embree Financial Group acquired a new stake in shares of Dimensional U.S. Equity ETF in the 4th quarter worth approximately $11,392,000.

Dimensional U.S. Equity ETF Price Performance

NYSEARCA DFUS opened at $71.55 on Monday. The business has a 50 day moving average price of $73.62 and a 200 day moving average price of $73.66. The company has a market capitalization of $18.15 billion, a P/E ratio of 24.45 and a beta of 1.01. Dimensional U.S. Equity ETF has a 1-year low of $52.10 and a 1-year high of $76.08.

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.