Yardley Wealth Management LLC Has $34.09 Million Stock Holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Yardley Wealth Management LLC grew its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 19.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 844,256 shares of the company’s stock after acquiring an additional 137,134 shares during the period. Dimensional US Core Equity Market ETF accounts for 16.6% of Yardley Wealth Management LLC’s portfolio, making the stock its largest holding. Yardley Wealth Management LLC’s holdings in Dimensional US Core Equity Market ETF were worth $34,094,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of DFAU. Spinnaker Investment Group LLC raised its stake in shares of Dimensional US Core Equity Market ETF by 4.5% in the third quarter. Spinnaker Investment Group LLC now owns 2,001,795 shares of the company’s stock valued at $79,451,000 after acquiring an additional 86,747 shares during the last quarter. Envision Financial Planning LLC raised its stake in shares of Dimensional US Core Equity Market ETF by 16.4% in the third quarter. Envision Financial Planning LLC now owns 511,623 shares of the company’s stock valued at $20,306,000 after acquiring an additional 71,976 shares during the last quarter. Essential Planning LLC. raised its stake in shares of Dimensional US Core Equity Market ETF by 1.1% in the third quarter. Essential Planning LLC. now owns 1,238,741 shares of the company’s stock valued at $49,166,000 after acquiring an additional 14,073 shares during the last quarter. MAI Capital Management raised its stake in shares of Dimensional US Core Equity Market ETF by 8.0% in the third quarter. MAI Capital Management now owns 399,786 shares of the company’s stock valued at $15,867,000 after acquiring an additional 29,722 shares during the last quarter. Finally, Pathstone Holdings LLC raised its stake in shares of Dimensional US Core Equity Market ETF by 14.2% in the third quarter. Pathstone Holdings LLC now owns 486,642 shares of the company’s stock valued at $19,315,000 after acquiring an additional 60,546 shares during the last quarter.

Dimensional US Core Equity Market ETF Trading Up 2.2 %

NYSEARCA:DFAU opened at $38.66 on Monday. Dimensional US Core Equity Market ETF has a 1 year low of $34.42 and a 1 year high of $42.42. The firm has a 50 day moving average of $40.97 and a 200-day moving average of $40.56. The stock has a market capitalization of $7.01 billion, a P/E ratio of 24.54 and a beta of 1.01.

About Dimensional US Core Equity Market ETF

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.