Dimensional US Core Equity Market ETF $DFAU Position Increased by Curio Wealth LLC

Curio Wealth LLC raised its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 195,451.8% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 823,273 shares of the company’s stock after purchasing an additional 822,852 shares during the quarter. Dimensional US Core Equity Market ETF accounts for approximately 15.3% of Curio Wealth LLC’s portfolio, making the stock its 2nd largest position. Curio Wealth LLC owned about 0.41% of Dimensional US Core Equity Market ETF worth $34,874,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DFAU. Brighton Jones LLC increased its position in shares of Dimensional US Core Equity Market ETF by 11.0% during the fourth quarter. Brighton Jones LLC now owns 989,254 shares of the company’s stock worth $40,055,000 after acquiring an additional 98,296 shares during the period. Golden State Equity Partners increased its position in shares of Dimensional US Core Equity Market ETF by 5.9% during the first quarter. Golden State Equity Partners now owns 8,545 shares of the company’s stock worth $328,000 after acquiring an additional 477 shares during the period. Transcend Capital Advisors LLC purchased a new stake in shares of Dimensional US Core Equity Market ETF during the first quarter worth $648,000. Shore Point Advisors LLC increased its position in shares of Dimensional US Core Equity Market ETF by 5.8% during the first quarter. Shore Point Advisors LLC now owns 55,959 shares of the company’s stock worth $2,151,000 after acquiring an additional 3,088 shares during the period. Finally, Heirloom Wealth Management increased its position in shares of Dimensional US Core Equity Market ETF by 13.9% during the first quarter. Heirloom Wealth Management now owns 143,754 shares of the company’s stock worth $5,526,000 after acquiring an additional 17,524 shares during the period.

Dimensional US Core Equity Market ETF Trading Up 0.8%

Dimensional US Core Equity Market ETF stock opened at $46.44 on Friday. The stock’s fifty day simple moving average is $45.22 and its 200-day simple moving average is $42.29. The firm has a market capitalization of $9.70 billion, a P/E ratio of 23.25 and a beta of 0.98. Dimensional US Core Equity Market ETF has a twelve month low of $33.06 and a twelve month high of $46.55.

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.