Dimensional U.S. Equity ETF $DFUS Stock Holdings Trimmed by Innovative Wealth Building LLC

Innovative Wealth Building LLC trimmed its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 11.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 97,411 shares of the company’s stock after selling 12,444 shares during the quarter. Dimensional U.S. Equity ETF comprises approximately 5.4% of Innovative Wealth Building LLC’s portfolio, making the stock its 3rd largest holding. Innovative Wealth Building LLC’s holdings in Dimensional U.S. Equity ETF were worth $6,528,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Nemes Rush Group LLC purchased a new position in Dimensional U.S. Equity ETF in the 1st quarter worth approximately $40,000. Cornerstone Planning Group LLC lifted its stake in Dimensional U.S. Equity ETF by 208.1% in the 1st quarter. Cornerstone Planning Group LLC now owns 801 shares of the company’s stock worth $46,000 after purchasing an additional 541 shares in the last quarter. First PREMIER Bank purchased a new position in Dimensional U.S. Equity ETF in the 2nd quarter worth approximately $58,000. Oakworth Capital Inc. lifted its stake in Dimensional U.S. Equity ETF by 21.9% in the 2nd quarter. Oakworth Capital Inc. now owns 2,078 shares of the company’s stock worth $139,000 after purchasing an additional 373 shares in the last quarter. Finally, Hilltop National Bank purchased a new position in Dimensional U.S. Equity ETF in the 2nd quarter worth approximately $144,000.

Dimensional U.S. Equity ETF Price Performance

DFUS opened at $72.79 on Friday. The company’s 50 day simple moving average is $70.49 and its two-hundred day simple moving average is $65.57. Dimensional U.S. Equity ETF has a 1-year low of $52.10 and a 1-year high of $73.19. The firm has a market capitalization of $17.66 billion, a price-to-earnings ratio of 24.45 and a beta of 0.99.

Dimensional U.S. Equity ETF 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.