Concord Wealth Partners Has $13.07 Million Position in Dimensional U.S. Equity ETF $DFUS

Concord Wealth Partners increased its position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 11.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 176,223 shares of the company’s stock after buying an additional 17,825 shares during the period. Dimensional U.S. Equity ETF accounts for 1.7% of Concord Wealth Partners’ portfolio, making the stock its 12th largest holding. Concord Wealth Partners owned 0.07% of Dimensional U.S. Equity ETF worth $13,070,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Greenspring Advisors LLC acquired a new position in Dimensional U.S. Equity ETF during the third quarter valued at approximately $1,048,000. Allodium Investment Consultants LLC grew its holdings in Dimensional U.S. Equity ETF by 7.0% during the fourth quarter. Allodium Investment Consultants LLC now owns 335,103 shares of the company’s stock valued at $24,855,000 after purchasing an additional 21,789 shares during the last quarter. Embree Financial Group acquired a new position in Dimensional U.S. Equity ETF during the fourth quarter valued at approximately $11,392,000. Aspen Wealth Management LLC grew its holdings in Dimensional U.S. Equity ETF by 3.7% during the fourth quarter. Aspen Wealth Management LLC now owns 754,415 shares of the company’s stock valued at $55,955,000 after purchasing an additional 26,675 shares during the last quarter. Finally, Bernardo Wealth Planning LLC grew its holdings in Dimensional U.S. Equity ETF by 4.2% during the third quarter. Bernardo Wealth Planning LLC now owns 253,126 shares of the company’s stock valued at $18,336,000 after purchasing an additional 10,250 shares during the last quarter.

Dimensional U.S. Equity ETF Price Performance

Shares of DFUS stock opened at $77.82 on Monday. Dimensional U.S. Equity ETF has a 12 month low of $58.56 and a 12 month high of $77.88. The business’s 50 day moving average is $73.72 and its two-hundred day moving average is $73.98. The company has a market cap of $19.63 billion, a PE ratio of 24.45 and a beta of 1.01.

Dimensional U.S. Equity ETF Company 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.