Forthright Family Wealth Advisory LLC Invests $1.38 Million in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Forthright Family Wealth Advisory LLC acquired a new position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 41,517 shares of the company’s stock, valued at approximately $1,380,000. Dimensional US Core Equity Market ETF accounts for approximately 1.1% of Forthright Family Wealth Advisory LLC’s holdings, making the stock its 21st biggest holding.

Several other institutional investors have also recently made changes to their positions in DFAU. Evolution Advisers Inc. bought a new position in shares of Dimensional US Core Equity Market ETF in the fourth quarter worth about $56,000. Geneos Wealth Management Inc. raised its stake in Dimensional US Core Equity Market ETF by 262.6% during the 4th quarter. Geneos Wealth Management Inc. now owns 2,230 shares of the company’s stock valued at $74,000 after purchasing an additional 1,615 shares during the period. McGlone Suttner Wealth Management Inc. bought a new stake in Dimensional US Core Equity Market ETF during the 4th quarter valued at approximately $120,000. Planned Solutions Inc. bought a new stake in Dimensional US Core Equity Market ETF during the 4th quarter valued at approximately $130,000. Finally, MCF Advisors LLC bought a new stake in Dimensional US Core Equity Market ETF during the 4th quarter valued at approximately $137,000.

Dimensional US Core Equity Market ETF Trading Down 0.2 %

DFAU traded down $0.09 on Friday, hitting $37.34. 637,140 shares of the company’s stock traded hands, compared to its average volume of 456,456. The company’s 50 day simple moving average is $36.15 and its 200-day simple moving average is $34.88. The firm has a market cap of $5.66 billion, a price-to-earnings ratio of 22.05 and a beta of 1.02. Dimensional US Core Equity Market ETF has a one year low of $28.50 and a one year high of $37.62.

Dimensional US Core Equity Market ETF 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.