Independent Financial Group LLC Makes New Investment in Dimensional U.S. Equity ETF $DFUS

Independent Financial Group LLC acquired a new stake in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 23,811 shares of the company’s stock, valued at approximately $1,688,000.

Other institutional investors have also modified their holdings of the company. Embree Financial Group bought a new position in Dimensional U.S. Equity ETF during the fourth quarter valued at $11,392,000. Allodium Investment Consultants LLC lifted its holdings in shares of Dimensional U.S. Equity ETF by 7.0% in the 4th quarter. Allodium Investment Consultants LLC now owns 335,103 shares of the company’s stock worth $24,855,000 after acquiring an additional 21,789 shares during the last quarter. Ridgeline Wealth LLC lifted its holdings in shares of Dimensional U.S. Equity ETF by 9.1% in the 4th quarter. Ridgeline Wealth LLC now owns 91,434 shares of the company’s stock worth $6,782,000 after acquiring an additional 7,653 shares during the last quarter. Kraft Davis & Associates LLC boosted its stake in shares of Dimensional U.S. Equity ETF by 102.6% during the 4th quarter. Kraft Davis & Associates LLC now owns 171,938 shares of the company’s stock worth $13,004,000 after purchasing an additional 87,066 shares during the period. Finally, UBS Group AG boosted its stake in shares of Dimensional U.S. Equity ETF by 7.2% during the 4th quarter. UBS Group AG now owns 245,496 shares of the company’s stock worth $18,208,000 after purchasing an additional 16,594 shares during the period.

Dimensional U.S. Equity ETF Stock Performance

Shares of NYSEARCA:DFUS opened at $81.23 on Monday. Dimensional U.S. Equity ETF has a 12 month low of $67.11 and a 12 month high of $82.96. The company has a market capitalization of $20.86 billion, a price-to-earnings ratio of 24.45 and a beta of 1.01. The firm’s 50-day moving average is $81.37 and its 200 day moving average is $77.04.

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.