Dimensional US Core Equity Market ETF $DFAU is Aegis Wealth Management LLC’s 8th Largest Position

Aegis Wealth Management LLC cut its holdings in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 15.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 137,683 shares of the company’s stock after selling 25,779 shares during the quarter. Dimensional US Core Equity Market ETF makes up about 3.6% of Aegis Wealth Management LLC’s investment portfolio, making the stock its 8th biggest position. Aegis Wealth Management LLC owned about 0.06% of Dimensional US Core Equity Market ETF worth $6,444,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Sequoia Financial Advisors LLC boosted its stake in shares of Dimensional US Core Equity Market ETF by 5.2% in the third quarter. Sequoia Financial Advisors LLC now owns 7,007,237 shares of the company’s stock worth $320,651,000 after acquiring an additional 344,952 shares during the period. RVW Wealth LLC lifted its holdings in shares of Dimensional US Core Equity Market ETF by 0.3% in the fourth quarter. RVW Wealth LLC now owns 4,512,375 shares of the company’s stock worth $211,179,000 after buying an additional 13,137 shares in the last quarter. OneDigital Investment Advisors LLC lifted its holdings in shares of Dimensional US Core Equity Market ETF by 6.0% in the third quarter. OneDigital Investment Advisors LLC now owns 3,994,457 shares of the company’s stock worth $182,786,000 after buying an additional 227,398 shares in the last quarter. Allworth Financial LP boosted its position in shares of Dimensional US Core Equity Market ETF by 4.6% during the third quarter. Allworth Financial LP now owns 3,989,254 shares of the company’s stock worth $182,548,000 after acquiring an additional 175,456 shares during the last quarter. Finally, Aquire Wealth Advisors LLC grew its stake in Dimensional US Core Equity Market ETF by 4.1% during the third quarter. Aquire Wealth Advisors LLC now owns 3,605,368 shares of the company’s stock valued at $164,982,000 after acquiring an additional 143,579 shares in the last quarter.

Dimensional US Core Equity Market ETF Stock Performance

Shares of NYSEARCA DFAU opened at $44.03 on Friday. The company has a market cap of $9.75 billion, a P/E ratio of 23.25 and a beta of 1.00. Dimensional US Core Equity Market ETF has a 52-week low of $33.06 and a 52-week high of $48.36. The firm’s fifty day moving average is $47.01 and its two-hundred day moving average is $46.60.

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.