Dimensional US Core Equity Market ETF $DFAU Shares Purchased by Live Oak Private Wealth LLC

Live Oak Private Wealth LLC boosted its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 139.0% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 229,853 shares of the company’s stock after acquiring an additional 133,668 shares during the quarter. Dimensional US Core Equity Market ETF accounts for about 1.5% of Live Oak Private Wealth LLC’s portfolio, making the stock its 22nd biggest holding. Live Oak Private Wealth LLC’s holdings in Dimensional US Core Equity Market ETF were worth $9,737,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently added to or reduced their stakes in DFAU. Cloud Capital Management LLC acquired a new stake in Dimensional US Core Equity Market ETF in the 1st quarter valued at $80,000. Grand Wealth Management LLC acquired a new stake in Dimensional US Core Equity Market ETF in the 1st quarter valued at $105,000. Wealth Preservation Advisors LLC acquired a new stake in Dimensional US Core Equity Market ETF in the 1st quarter valued at $176,000. FourThought Financial Partners LLC acquired a new stake in Dimensional US Core Equity Market ETF during the 1st quarter worth $209,000. Finally, Rossby Financial LCC acquired a new stake in Dimensional US Core Equity Market ETF during the 1st quarter worth $216,000.

Dimensional US Core Equity Market ETF Stock Down 0.1%

Shares of DFAU opened at $46.97 on Thursday. Dimensional US Core Equity Market ETF has a 52-week low of $33.06 and a 52-week high of $47.17. The firm’s fifty day moving average is $45.40 and its two-hundred day moving average is $42.60. The stock has a market cap of $9.82 billion, a PE ratio of 23.25 and a beta of 1.00.

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.