Dimensional US Core Equity Market ETF $DFAU Stock Position Lifted by Sax Wealth Advisors LLC

Sax Wealth Advisors LLC raised its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 5.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 558,577 shares of the company’s stock after acquiring an additional 27,746 shares during the quarter. Dimensional US Core Equity Market ETF makes up approximately 0.8% of Sax Wealth Advisors LLC’s portfolio, making the stock its 23rd biggest position. Sax Wealth Advisors LLC owned 0.23% of Dimensional US Core Equity Market ETF worth $29,247,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in DFAU. Keel Point LLC boosted its stake in shares of Dimensional US Core Equity Market ETF by 0.6% in the 1st quarter. Keel Point LLC now owns 37,449 shares of the company’s stock valued at $1,690,000 after buying an additional 237 shares during the period. Wedmont Private Capital increased its holdings in Dimensional US Core Equity Market ETF by 4.3% in the third quarter. Wedmont Private Capital now owns 6,948 shares of the company’s stock valued at $369,000 after buying an additional 289 shares during the last quarter. Mosaic Family Wealth Partners LLC lifted its holdings in Dimensional US Core Equity Market ETF by 1.8% during the 1st quarter. Mosaic Family Wealth Partners LLC now owns 18,223 shares of the company’s stock worth $822,000 after buying an additional 314 shares during the last quarter. Baker Tilly Wealth Management LLC increased its holdings in shares of Dimensional US Core Equity Market ETF by 1.7% in the 3rd quarter. Baker Tilly Wealth Management LLC now owns 20,317 shares of the company’s stock valued at $1,064,000 after acquiring an additional 332 shares during the last quarter. Finally, Stewardship Advisors LLC lifted its stake in Dimensional US Core Equity Market ETF by 1.9% during the first quarter. Stewardship Advisors LLC now owns 18,974 shares of the company’s stock worth $856,000 after purchasing an additional 349 shares during the last quarter.

Dimensional US Core Equity Market ETF Stock Performance

DFAU stock traded down $0.07 during midday trading on Tuesday, reaching $53.34. 149,614 shares of the company were exchanged, compared to its average volume of 685,019. The company has a market cap of $13.05 billion, a price-to-earnings ratio of 23.25 and a beta of 1.00. Dimensional US Core Equity Market ETF has a 1-year low of $43.67 and a 1-year high of $53.95. The stock’s 50-day simple moving average is $53.04 and its 200 day simple moving average is $51.18.

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.