Heritage Wealth Management Inc. Texas Has $51.09 Million Stock Holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Heritage Wealth Management Inc. Texas lowered its stake in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 2.3% in the fourth quarter, Holdings Channel reports. The fund owned 801,370 shares of the company’s stock after selling 18,764 shares during the quarter. Dimensional U.S. Equity ETF accounts for approximately 30.1% of Heritage Wealth Management Inc. Texas’ investment portfolio, making the stock its largest holding. Heritage Wealth Management Inc. Texas’ holdings in Dimensional U.S. Equity ETF were worth $51,087,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in DFUS. Creative Planning lifted its holdings in shares of Dimensional U.S. Equity ETF by 116.0% during the second quarter. Creative Planning now owns 3,710,489 shares of the company’s stock worth $218,362,000 after purchasing an additional 1,992,827 shares during the period. Silver Lake Advisory LLC acquired a new position in Dimensional U.S. Equity ETF during the 2nd quarter worth about $78,967,000. Helen Stephens Group LLC increased its stake in shares of Dimensional U.S. Equity ETF by 3,374.3% in the fourth quarter. Helen Stephens Group LLC now owns 531,842 shares of the company’s stock valued at $33,905,000 after buying an additional 516,534 shares during the period. PBMares Wealth Management LLC raised its position in shares of Dimensional U.S. Equity ETF by 182.1% during the third quarter. PBMares Wealth Management LLC now owns 686,734 shares of the company’s stock worth $42,715,000 after acquiring an additional 443,291 shares during the last quarter. Finally, Mason & Associates Inc lifted its stake in shares of Dimensional U.S. Equity ETF by 55.0% in the fourth quarter. Mason & Associates Inc now owns 1,103,360 shares of the company’s stock worth $70,339,000 after acquiring an additional 391,488 shares during the period.

Dimensional U.S. Equity ETF Stock Performance

Dimensional U.S. Equity ETF stock opened at $66.53 on Friday. The firm has a 50 day moving average price of $65.01 and a two-hundred day moving average price of $62.41. Dimensional U.S. Equity ETF has a 52-week low of $52.49 and a 52-week high of $66.58. The firm has a market cap of $10.61 billion, a price-to-earnings ratio of 24.29 and a beta of 1.04.

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.