Bernardo Wealth Planning LLC Grows Stock Holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Bernardo Wealth Planning LLC boosted its stake in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 1,086.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 149,272 shares of the company’s stock after purchasing an additional 136,690 shares during the period. Dimensional U.S. Equity ETF comprises 2.3% of Bernardo Wealth Planning LLC’s portfolio, making the stock its 15th largest holding. Bernardo Wealth Planning LLC owned about 0.09% of Dimensional U.S. Equity ETF worth $9,437,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. ST Germain D J Co. Inc. purchased a new position in Dimensional U.S. Equity ETF in the fourth quarter worth about $45,000. Bristlecone Advisors LLC purchased a new position in shares of Dimensional U.S. Equity ETF in the third quarter worth approximately $100,000. Truvestments Capital LLC bought a new stake in Dimensional U.S. Equity ETF during the third quarter valued at approximately $114,000. First Community Trust NA purchased a new stake in Dimensional U.S. Equity ETF during the third quarter valued at approximately $137,000. Finally, RB Capital Management LLC bought a new position in Dimensional U.S. Equity ETF in the third quarter worth approximately $209,000.

Dimensional U.S. Equity ETF Price Performance

Shares of DFUS stock opened at $65.20 on Friday. The company has a market cap of $10.40 billion, a price-to-earnings ratio of 24.29 and a beta of 1.04. Dimensional U.S. Equity ETF has a 1 year low of $51.31 and a 1 year high of $66.58. The firm has a fifty day moving average price of $64.94 and a 200-day moving average price of $62.25.

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.