Financial Plan Inc. Takes Position in Dimensional U.S. Equity ETF $DFUS

Financial Plan Inc. purchased a new stake in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 15,393 shares of the company’s stock, valued at approximately $1,142,000.

A number of other large investors have also made changes to their positions in DFUS. Sound Income Strategies LLC purchased a new position in shares of Dimensional U.S. Equity ETF in the 4th quarter valued at about $38,000. Cloud Capital Management LLC purchased a new position in shares of Dimensional U.S. Equity ETF in the 3rd quarter valued at about $41,000. HHM Wealth Advisors LLC purchased a new position in shares of Dimensional U.S. Equity ETF in the 3rd quarter valued at about $42,000. DecisionPoint Financial LLC purchased a new position in shares of Dimensional U.S. Equity ETF in the 3rd quarter valued at about $53,000. Finally, First United Bank & Trust purchased a new position in shares of Dimensional U.S. Equity ETF in the 3rd quarter valued at about $56,000.

Dimensional U.S. Equity ETF Stock Down 0.6%

Shares of DFUS opened at $76.80 on Wednesday. The company has a market capitalization of $19.35 billion, a PE ratio of 24.45 and a beta of 1.01. Dimensional U.S. Equity ETF has a 52-week low of $56.13 and a 52-week high of $77.68. The company has a 50-day simple moving average of $73.55 and a 200-day simple moving average of $73.89.

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.