Envision Financial Planning LLC Has $10.29 Million Position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Envision Financial Planning LLC lowered its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 0.3% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 165,373 shares of the company’s stock after selling 510 shares during the period. Dimensional U.S. Equity ETF comprises about 5.4% of Envision Financial Planning LLC’s investment portfolio, making the stock its 9th biggest holding. Envision Financial Planning LLC owned about 0.10% of Dimensional U.S. Equity ETF worth $10,286,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock. Arista Wealth Management LLC increased its stake in shares of Dimensional U.S. Equity ETF by 92.4% during the second quarter. Arista Wealth Management LLC now owns 24,066 shares of the company’s stock valued at $1,416,000 after acquiring an additional 11,557 shares during the period. Main Street Financial Solutions LLC lifted its stake in Dimensional U.S. Equity ETF by 10.9% in the second quarter. Main Street Financial Solutions LLC now owns 108,992 shares of the company’s stock valued at $6,414,000 after acquiring an additional 10,739 shares during the last quarter. Great Valley Advisor Group Inc. boosted its holdings in Dimensional U.S. Equity ETF by 0.8% in the second quarter. Great Valley Advisor Group Inc. now owns 29,619 shares of the company’s stock worth $1,743,000 after purchasing an additional 229 shares in the last quarter. Western Wealth Management LLC lifted its stake in shares of Dimensional U.S. Equity ETF by 3.9% in the second quarter. Western Wealth Management LLC now owns 15,124 shares of the company’s stock worth $890,000 after buying an additional 561 shares during the last quarter. Finally, Norden Group LLC bought a new position in Dimensional U.S. Equity ETF in the 2nd quarter worth approximately $332,000.

Dimensional U.S. Equity ETF Price Performance

Shares of Dimensional U.S. Equity ETF stock opened at $63.86 on Friday. The firm has a fifty day moving average price of $62.44 and a two-hundred day moving average price of $59.97. The company has a market cap of $10.19 billion, a PE ratio of 24.29 and a beta of 1.04. Dimensional U.S. Equity ETF has a fifty-two week low of $48.57 and a fifty-two week high of $65.52.

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.