Dimensional US Core Equity Market ETF $DFAU is Shira Ridge Wealth Management’s 2nd Largest Position

Shira Ridge Wealth Management boosted its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 6.5% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 554,421 shares of the company’s stock after acquiring an additional 33,653 shares during the quarter. Dimensional US Core Equity Market ETF accounts for about 10.4% of Shira Ridge Wealth Management’s investment portfolio, making the stock its 2nd largest position. Shira Ridge Wealth Management owned 0.25% of Dimensional US Core Equity Market ETF worth $25,947,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of DFAU. Quantum Financial Advisors LLC grew its holdings in shares of Dimensional US Core Equity Market ETF by 2.9% during the fourth quarter. Quantum Financial Advisors LLC now owns 536,348 shares of the company’s stock worth $25,101,000 after purchasing an additional 14,918 shares in the last quarter. RVW Wealth LLC lifted its position in Dimensional US Core Equity Market ETF by 0.3% during the fourth quarter. RVW Wealth LLC now owns 4,512,375 shares of the company’s stock valued at $211,179,000 after purchasing an additional 13,137 shares during the last quarter. Keb Asset Management LLC grew its stake in Dimensional US Core Equity Market ETF by 5.5% in the 4th quarter. Keb Asset Management LLC now owns 155,745 shares of the company’s stock worth $7,289,000 after buying an additional 8,123 shares in the last quarter. Friday Financial bought a new position in shares of Dimensional US Core Equity Market ETF in the 4th quarter worth $281,000. Finally, GEM Asset Management LLC increased its holdings in shares of Dimensional US Core Equity Market ETF by 5.0% in the 4th quarter. GEM Asset Management LLC now owns 144,682 shares of the company’s stock worth $6,870,000 after buying an additional 6,838 shares during the last quarter.

Dimensional US Core Equity Market ETF Stock Performance

Dimensional US Core Equity Market ETF stock opened at $45.27 on Wednesday. Dimensional US Core Equity Market ETF has a fifty-two week low of $33.06 and a fifty-two week high of $48.36. The stock has a market cap of $10.02 billion, a P/E ratio of 23.25 and a beta of 1.00. The firm’s fifty day moving average price is $47.19 and its 200-day moving average price is $46.61.

About Dimensional US Core Equity Market ETF

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.