Dimensional US Core Equity Market ETF $DFAU Shares Purchased by Sowell Financial Services LLC

Sowell Financial Services LLC raised its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 12.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 260,960 shares of the company’s stock after acquiring an additional 27,999 shares during the quarter. Sowell Financial Services LLC owned about 0.11% of Dimensional US Core Equity Market ETF worth $13,664,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Apella Capital LLC lifted its position in shares of Dimensional US Core Equity Market ETF by 1,877.7% in the first quarter. Apella Capital LLC now owns 2,153,540 shares of the company’s stock worth $105,760,000 after buying an additional 2,044,648 shares during the last quarter. Annex Advisory Services LLC boosted its stake in shares of Dimensional US Core Equity Market ETF by 17.6% during the 2nd quarter. Annex Advisory Services LLC now owns 4,358,982 shares of the company’s stock worth $225,316,000 after acquiring an additional 651,616 shares in the last quarter. Live Oak Private Wealth LLC increased its holdings in shares of Dimensional US Core Equity Market ETF by 99.6% during the 2nd quarter. Live Oak Private Wealth LLC now owns 803,153 shares of the company’s stock valued at $41,515,000 after acquiring an additional 400,848 shares during the last quarter. Maseco LLP increased its holdings in shares of Dimensional US Core Equity Market ETF by 27.4% during the 1st quarter. Maseco LLP now owns 1,838,563 shares of the company’s stock valued at $82,938,000 after acquiring an additional 395,171 shares during the last quarter. Finally, Lido Advisors LLC acquired a new position in shares of Dimensional US Core Equity Market ETF during the 1st quarter valued at about $16,175,000.

Dimensional US Core Equity Market ETF Stock Performance

Shares of DFAU stock opened at $52.93 on Wednesday. The stock’s 50 day simple moving average is $52.98 and its 200 day simple moving average is $51.52. Dimensional US Core Equity Market ETF has a twelve month low of $43.67 and a twelve month high of $53.95. The company has a market capitalization of $13.00 billion, a price-to-earnings ratio of 23.25 and a beta of 1.00.

Dimensional US Core Equity Market ETF Profile

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.