Lakeridge Wealth Management LLC Has $1.15 Million Holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Lakeridge Wealth Management LLC cut its holdings in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 15.2% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 29,996 shares of the company’s stock after selling 5,368 shares during the period. Lakeridge Wealth Management LLC’s holdings in Dimensional US Core Equity Market ETF were worth $1,153,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently added to or reduced their stakes in the business. Ethos Financial Group LLC lifted its position in Dimensional US Core Equity Market ETF by 2.2% during the 4th quarter. Ethos Financial Group LLC now owns 13,161 shares of the company’s stock valued at $533,000 after purchasing an additional 284 shares during the period. Investment Advisory Group LLC raised its position in shares of Dimensional US Core Equity Market ETF by 1.9% in the 1st quarter. Investment Advisory Group LLC now owns 22,265 shares of the company’s stock valued at $856,000 after acquiring an additional 414 shares during the period. 180 Wealth Advisors LLC raised its position in shares of Dimensional US Core Equity Market ETF by 0.7% in the 1st quarter. 180 Wealth Advisors LLC now owns 81,585 shares of the company’s stock valued at $3,136,000 after acquiring an additional 535 shares during the period. City State Bank raised its position in shares of Dimensional US Core Equity Market ETF by 6.4% in the 1st quarter. City State Bank now owns 9,866 shares of the company’s stock valued at $379,000 after acquiring an additional 592 shares during the period. Finally, Facet Wealth Inc. raised its position in shares of Dimensional US Core Equity Market ETF by 9.7% in the 4th quarter. Facet Wealth Inc. now owns 7,229 shares of the company’s stock valued at $301,000 after acquiring an additional 642 shares during the period.

Dimensional US Core Equity Market ETF Price Performance

Shares of NYSEARCA:DFAU opened at $40.89 on Friday. The company has a market capitalization of $8.04 billion, a price-to-earnings ratio of 22.10 and a beta of 1.01. The firm’s 50 day simple moving average is $38.89 and its 200 day simple moving average is $40.01. Dimensional US Core Equity Market ETF has a fifty-two week low of $33.06 and a fifty-two week high of $42.42.

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.