Colony Family Offices LLC Has $84.18 Million Stock Position in Dimensional U.S. Equity ETF $DFUS

Colony Family Offices LLC increased its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 4.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,135,015 shares of the company’s stock after acquiring an additional 52,863 shares during the quarter. Dimensional U.S. Equity ETF comprises about 21.0% of Colony Family Offices LLC’s investment portfolio, making the stock its biggest holding. Colony Family Offices LLC owned about 0.46% of Dimensional U.S. Equity ETF worth $84,184,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Ironwood Wealth Management LLC. increased its stake in shares of Dimensional U.S. Equity ETF by 1.6% in the 4th quarter. Ironwood Wealth Management LLC. now owns 8,898 shares of the company’s stock worth $674,000 after acquiring an additional 136 shares in the last quarter. Sincerus Advisory LLC grew its position in Dimensional U.S. Equity ETF by 1.5% during the 4th quarter. Sincerus Advisory LLC now owns 9,138 shares of the company’s stock valued at $678,000 after purchasing an additional 137 shares during the last quarter. SageOak Financial LLC grew its position in Dimensional U.S. Equity ETF by 3.3% during the 3rd quarter. SageOak Financial LLC now owns 4,755 shares of the company’s stock valued at $344,000 after purchasing an additional 151 shares during the last quarter. Huntington National Bank grew its position in Dimensional U.S. Equity ETF by 1.7% during the 3rd quarter. Huntington National Bank now owns 9,279 shares of the company’s stock valued at $672,000 after purchasing an additional 151 shares during the last quarter. Finally, Winthrop Advisory Group LLC grew its position in Dimensional U.S. Equity ETF by 0.6% during the 4th quarter. Winthrop Advisory Group LLC now owns 28,047 shares of the company’s stock valued at $2,080,000 after purchasing an additional 154 shares during the last quarter.

Dimensional U.S. Equity ETF Stock Performance

Shares of DFUS stock opened at $74.06 on Friday. Dimensional U.S. Equity ETF has a one year low of $54.96 and a one year high of $76.08. The company’s 50-day moving average is $73.37 and its 200 day moving average is $73.67. The company has a market capitalization of $18.72 billion, a price-to-earnings ratio of 24.45 and a beta of 1.01.

Dimensional U.S. Equity ETF 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.