Private Wealth Management Group LLC Has $7.67 Million Stock Position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Private Wealth Management Group LLC raised its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 71.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 189,391 shares of the company’s stock after acquiring an additional 78,989 shares during the period. Dimensional US Core Equity Market ETF comprises 2.9% of Private Wealth Management Group LLC’s holdings, making the stock its 13th biggest holding. Private Wealth Management Group LLC owned approximately 0.12% of Dimensional US Core Equity Market ETF worth $7,668,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the stock. Bay Harbor Wealth Management LLC boosted its holdings in shares of Dimensional US Core Equity Market ETF by 10.8% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 580,739 shares of the company’s stock valued at $23,514,000 after acquiring an additional 56,661 shares in the last quarter. Archer Investment Management LLC bought a new position in Dimensional US Core Equity Market ETF in the fourth quarter valued at about $359,000. Vantage Point Financial LLC acquired a new stake in shares of Dimensional US Core Equity Market ETF during the fourth quarter valued at about $3,509,000. Magnolia Capital Advisors LLC grew its holdings in shares of Dimensional US Core Equity Market ETF by 10.2% during the fourth quarter. Magnolia Capital Advisors LLC now owns 53,867 shares of the company’s stock worth $2,181,000 after purchasing an additional 4,986 shares during the last quarter. Finally, Level Wealth Management LLC acquired a new position in shares of Dimensional US Core Equity Market ETF in the fourth quarter valued at approximately $6,020,000.

Dimensional US Core Equity Market ETF Price Performance

Shares of NYSEARCA DFAU opened at $41.85 on Thursday. The company has a 50 day simple moving average of $41.42 and a 200 day simple moving average of $39.99. Dimensional US Core Equity Market ETF has a 1 year low of $34.06 and a 1 year high of $42.42. The firm has a market cap of $6.34 billion, a PE ratio of 22.05 and a beta of 1.02.

Dimensional US Core Equity Market ETF Company 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.