Phillips Financial Management LLC Grows Stake in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Phillips Financial Management LLC lifted its stake in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 2.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,013 shares of the company’s stock after buying an additional 346 shares during the period. Phillips Financial Management LLC’s holdings in Dimensional U.S. Equity ETF were worth $934,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of DFUS. LJI Wealth Management LLC purchased a new position in Dimensional U.S. Equity ETF in the 3rd quarter worth approximately $597,000. Squire Investment Management Company LLC lifted its position in shares of Dimensional U.S. Equity ETF by 9.5% during the third quarter. Squire Investment Management Company LLC now owns 36,248 shares of the company’s stock worth $2,255,000 after purchasing an additional 3,146 shares in the last quarter. Balboa Wealth Partners lifted its position in shares of Dimensional U.S. Equity ETF by 7.2% during the third quarter. Balboa Wealth Partners now owns 21,616 shares of the company’s stock worth $1,344,000 after purchasing an additional 1,455 shares in the last quarter. OneDigital Investment Advisors LLC boosted its stake in shares of Dimensional U.S. Equity ETF by 58.3% in the third quarter. OneDigital Investment Advisors LLC now owns 86,064 shares of the company’s stock valued at $5,353,000 after purchasing an additional 31,703 shares during the period. Finally, Main Street Financial Solutions LLC grew its holdings in Dimensional U.S. Equity ETF by 18.8% during the 3rd quarter. Main Street Financial Solutions LLC now owns 129,529 shares of the company’s stock valued at $8,057,000 after purchasing an additional 20,537 shares in the last quarter.

Dimensional U.S. Equity ETF Price Performance

Dimensional U.S. Equity ETF stock opened at $63.86 on Monday. The firm’s fifty day moving average price is $62.44 and its 200 day moving average price is $60.01. The company has a market capitalization of $10.19 billion, a price-to-earnings ratio of 24.29 and a beta of 1.04. Dimensional U.S. Equity ETF has a 12-month low of $48.57 and a 12-month 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.