Cascade Wealth Advisors Inc Sells 23,422 Shares of Dimensional US Core Equity Market ETF $DFAU

Cascade Wealth Advisors Inc decreased its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 54.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,943 shares of the company’s stock after selling 23,422 shares during the quarter. Dimensional US Core Equity Market ETF makes up about 0.5% of Cascade Wealth Advisors Inc’s investment portfolio, making the stock its 29th largest position. Cascade Wealth Advisors Inc’s holdings in Dimensional US Core Equity Market ETF were worth $930,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently bought and sold shares of DFAU. TIAA Trust National Association acquired a new position in Dimensional US Core Equity Market ETF in the third quarter worth $211,000. US Bancorp DE raised its holdings in shares of Dimensional US Core Equity Market ETF by 5,595.9% in the third quarter. US Bancorp DE now owns 4,215 shares of the company’s stock valued at $193,000 after buying an additional 4,141 shares during the last quarter. MAI Capital Management lifted its position in Dimensional US Core Equity Market ETF by 4.7% during the 3rd quarter. MAI Capital Management now owns 548,527 shares of the company’s stock worth $25,101,000 after buying an additional 24,445 shares in the last quarter. Vawter Financial Ltd. bought a new stake in Dimensional US Core Equity Market ETF during the 3rd quarter worth about $304,000. Finally, JFS Wealth Advisors LLC grew its holdings in Dimensional US Core Equity Market ETF by 10.5% during the 3rd quarter. JFS Wealth Advisors LLC now owns 457,644 shares of the company’s stock worth $20,942,000 after acquiring an additional 43,378 shares during the last quarter.

Dimensional US Core Equity Market ETF Price Performance

DFAU opened at $47.56 on Monday. Dimensional US Core Equity Market ETF has a one year low of $33.06 and a one year high of $48.36. The company’s 50 day simple moving average is $47.56 and its 200-day simple moving average is $46.37. The stock has a market capitalization of $10.53 billion, a P/E ratio of 23.25 and a beta of 1.00.

Dimensional US Core Equity Market ETF Profile

The Dimensional US Core Equity Market ETF (DFAU) is an exchange-traded fund that is based on the Russell 3000 index. The fund actively selects US equities of all sizes with a tilt toward small-cap companies, seeking to provide long-term capital appreciation. DFAU was launched on Nov 17, 2020 and is managed by Dimensional.