Beta Wealth Group Inc. Has $208,000 Stock Holdings in Dimensional U.S. Equity ETF $DFUS

Beta Wealth Group Inc. decreased its holdings in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 22.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,106 shares of the company’s stock after selling 874 shares during the quarter. Beta Wealth Group Inc.’s holdings in Dimensional U.S. Equity ETF were worth $208,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Kovitz Investment Group Partners LLC acquired a new position in Dimensional U.S. Equity ETF during the 1st quarter valued at $416,000. Willow Creek Wealth Management Inc. grew its position in Dimensional U.S. Equity ETF by 7.1% in the 2nd quarter. Willow Creek Wealth Management Inc. now owns 796,649 shares of the company’s stock worth $53,391,000 after purchasing an additional 52,789 shares during the last quarter. XY Planning Network Inc. increased its holdings in shares of Dimensional U.S. Equity ETF by 103.5% during the 2nd quarter. XY Planning Network Inc. now owns 67,117 shares of the company’s stock worth $4,498,000 after purchasing an additional 34,137 shares during the period. Janney Montgomery Scott LLC acquired a new position in shares of Dimensional U.S. Equity ETF during the second quarter valued at about $357,000. Finally, SC&H Financial Advisors Inc. raised its position in shares of Dimensional U.S. Equity ETF by 6.5% during the second quarter. SC&H Financial Advisors Inc. now owns 412,324 shares of the company’s stock valued at $27,634,000 after buying an additional 25,249 shares during the last quarter.

Dimensional U.S. Equity ETF Stock Down 0.0%

DFUS stock opened at $72.91 on Friday. Dimensional U.S. Equity ETF has a twelve month low of $52.10 and a twelve month high of $74.93. The company has a market cap of $17.72 billion, a PE ratio of 24.45 and a beta of 1.01. The business’s 50-day simple moving average is $72.72 and its 200 day simple moving average is $68.70.

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.