Sax Wealth Advisors LLC Boosts Position in Dimensional U.S. Equity ETF $DFUS

Sax Wealth Advisors LLC increased its position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 0.8% during the second quarter, Holdings Channel.com reports. The firm owned 3,425,092 shares of the company’s stock after buying an additional 26,044 shares during the quarter. Dimensional U.S. Equity ETF accounts for approximately 13.9% of Sax Wealth Advisors LLC’s holdings, making the stock its biggest position. Sax Wealth Advisors LLC’s holdings in Dimensional U.S. Equity ETF were worth $229,550,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. QRG Capital Management Inc. lifted its holdings in shares of Dimensional U.S. Equity ETF by 3.5% in the 1st quarter. QRG Capital Management Inc. now owns 11,870 shares of the company’s stock worth $718,000 after purchasing an additional 401 shares in the last quarter. Kovitz Investment Group Partners LLC bought a new position in Dimensional U.S. Equity ETF during the 1st quarter valued at $416,000. Willow Creek Wealth Management Inc. lifted its stake in Dimensional U.S. Equity ETF by 7.1% during the 2nd quarter. Willow Creek Wealth Management Inc. now owns 796,649 shares of the company’s stock valued at $53,391,000 after acquiring an additional 52,789 shares in the last quarter. XY Planning Network Inc. lifted its stake in Dimensional U.S. Equity ETF by 103.5% during the 2nd quarter. XY Planning Network Inc. now owns 67,117 shares of the company’s stock valued at $4,498,000 after acquiring an additional 34,137 shares in the last quarter. Finally, Signature Wealth Management Group lifted its stake in Dimensional U.S. Equity ETF by 81.7% during the 1st quarter. Signature Wealth Management Group now owns 5,764 shares of the company’s stock valued at $349,000 after acquiring an additional 2,591 shares in the last quarter.

Dimensional U.S. Equity ETF Trading Down 0.5%

Shares of NYSEARCA:DFUS opened at $72.74 on Wednesday. The stock’s fifty day simple moving average is $70.64 and its two-hundred day simple moving average is $65.73. Dimensional U.S. Equity ETF has a 1-year low of $52.10 and a 1-year high of $73.23. The stock has a market cap of $17.60 billion, a PE 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.