SpringVest Wealth Management LLC Makes New Investment in Dimensional U.S. Equity ETF $DFUS

SpringVest Wealth Management LLC bought a new position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 6,793 shares of the company’s stock, valued at approximately $455,000.

Other large investors have also added to or reduced their stakes in the company. QRG Capital Management Inc. raised its holdings in Dimensional U.S. Equity ETF by 3.5% in the first quarter. QRG Capital Management Inc. now owns 11,870 shares of the company’s stock worth $718,000 after purchasing an additional 401 shares in the last quarter. Kovitz Investment Group Partners LLC purchased a new stake in shares of Dimensional U.S. Equity ETF during the first quarter worth about $416,000. Willow Creek Wealth Management Inc. grew its stake in shares of Dimensional U.S. Equity ETF by 7.1% during the second quarter. Willow Creek Wealth Management Inc. now owns 796,649 shares of the company’s stock worth $53,391,000 after acquiring an additional 52,789 shares during the last quarter. XY Planning Network Inc. grew its stake in shares of Dimensional U.S. Equity ETF by 103.5% during the second quarter. XY Planning Network Inc. now owns 67,117 shares of the company’s stock worth $4,498,000 after acquiring an additional 34,137 shares during the last quarter. Finally, Signature Wealth Management Group grew its stake in shares of Dimensional U.S. Equity ETF by 81.7% during the first quarter. Signature Wealth Management Group now owns 5,764 shares of the company’s stock worth $349,000 after acquiring an additional 2,591 shares during the last quarter.

Dimensional U.S. Equity ETF Stock Performance

Shares of DFUS stock opened at $73.24 on Thursday. Dimensional U.S. Equity ETF has a fifty-two week low of $52.10 and a fifty-two week high of $73.25. The firm has a market capitalization of $17.72 billion, a price-to-earnings ratio of 24.45 and a beta of 0.99. The stock’s 50-day simple moving average is $70.73 and its 200-day simple moving average is $65.78.

About Dimensional U.S. Equity ETF

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.