Retirement Guys Formula LLC Reduces Position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Retirement Guys Formula LLC lessened its stake in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 35.6% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 63,403 shares of the company’s stock after selling 35,025 shares during the quarter. Dimensional US Core Equity Market ETF makes up approximately 1.1% of Retirement Guys Formula LLC’s portfolio, making the stock its 19th biggest position. Retirement Guys Formula LLC’s holdings in Dimensional US Core Equity Market ETF were worth $2,317,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in DFAU. Valued Wealth Advisors LLC purchased a new stake in shares of Dimensional US Core Equity Market ETF during the fourth quarter valued at approximately $21,397,000. Spectrum Investment Advisors Inc. purchased a new stake in Dimensional US Core Equity Market ETF in the fourth quarter worth $18,446,000. Fonville Wealth Management LLC purchased a new stake in Dimensional US Core Equity Market ETF in the fourth quarter worth $13,975,000. Austin Wealth Management LLC purchased a new stake in Dimensional US Core Equity Market ETF in the third quarter worth $11,219,000. Finally, Spinnaker Investment Group LLC lifted its stake in Dimensional US Core Equity Market ETF by 25.6% in the fourth quarter. Spinnaker Investment Group LLC now owns 1,713,138 shares of the company’s stock worth $56,962,000 after acquiring an additional 349,070 shares during the period.

Dimensional US Core Equity Market ETF Stock Performance

DFAU stock traded up $0.14 on Thursday, reaching $37.92. The company’s stock had a trading volume of 174,859 shares, compared to its average volume of 452,953. The business has a fifty day simple moving average of $36.74 and a two-hundred day simple moving average of $35.38. The firm has a market cap of $5.75 billion, a PE ratio of 22.05 and a beta of 1.02. Dimensional US Core Equity Market ETF has a 12-month low of $28.50 and a 12-month high of $37.94.

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.