Financial Plan Inc. Buys New Stake in Dimensional US Vector Equity ETF $DXUV

Financial Plan Inc. bought a new stake in shares of Dimensional US Vector Equity ETF (NYSEARCA:DXUV) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 12,845 shares of the company’s stock, valued at approximately $768,000. Financial Plan Inc. owned 0.23% of Dimensional US Vector Equity ETF at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. WorthPointe LLC acquired a new position in Dimensional US Vector Equity ETF during the fourth quarter valued at $233,000. BCR Wealth Strategies LLC increased its holdings in Dimensional US Vector Equity ETF by 2.0% in the fourth quarter. BCR Wealth Strategies LLC now owns 743,114 shares of the company’s stock valued at $44,423,000 after buying an additional 14,841 shares in the last quarter. Assetmark Inc. raised its position in shares of Dimensional US Vector Equity ETF by 14.7% in the fourth quarter. Assetmark Inc. now owns 59,706 shares of the company’s stock worth $3,569,000 after acquiring an additional 7,653 shares during the period. Live Oak Private Wealth LLC raised its position in shares of Dimensional US Vector Equity ETF by 74.6% in the fourth quarter. Live Oak Private Wealth LLC now owns 5,985 shares of the company’s stock worth $358,000 after acquiring an additional 2,558 shares during the period. Finally, BIP Wealth LLC raised its position in shares of Dimensional US Vector Equity ETF by 12.9% in the fourth quarter. BIP Wealth LLC now owns 22,304 shares of the company’s stock worth $1,333,000 after acquiring an additional 2,557 shares during the period.

Dimensional US Vector Equity ETF Stock Performance

Shares of Dimensional US Vector Equity ETF stock opened at $63.61 on Wednesday. The firm has a 50-day simple moving average of $61.24 and a two-hundred day simple moving average of $60.35. The company has a market cap of $388.02 million, a P/E ratio of 18.51 and a beta of 1.06. Dimensional US Vector Equity ETF has a fifty-two week low of $46.36 and a fifty-two week high of $64.44.

About Dimensional US Vector Equity ETF

The Dimensional US Vector Equity ETF (DXUV) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed, broad portfolio of US companies, with an increased exposure to firms with smaller capitalization, lower relative price, and higher profitability. DXUV was launched on Sep 10, 2024 and is issued by Dimensional.