Liberty Wealth Management LLC Reduces Stock Holdings in Dimensional US Core Equity Market ETF $DFAU

Liberty Wealth Management LLC lessened its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 1.8% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 813,588 shares of the company’s stock after selling 14,608 shares during the quarter. Dimensional US Core Equity Market ETF comprises 5.2% of Liberty Wealth Management LLC’s portfolio, making the stock its largest position. Liberty Wealth Management LLC owned approximately 0.38% of Dimensional US Core Equity Market ETF worth $37,230,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. SJS Investment Consulting Inc. purchased a new stake in shares of Dimensional US Core Equity Market ETF in the 3rd quarter worth approximately $55,000. Salomon & Ludwin LLC purchased a new stake in shares of Dimensional US Core Equity Market ETF in the third quarter worth $139,000. Bank of Montreal Can increased its holdings in shares of Dimensional US Core Equity Market ETF by 297.6% during the second quarter. Bank of Montreal Can now owns 3,193 shares of the company’s stock valued at $135,000 after acquiring an additional 2,390 shares in the last quarter. Promus Capital LLC purchased a new position in shares of Dimensional US Core Equity Market ETF in the 2nd quarter worth about $195,000. Finally, Miracle Mile Advisors LLC purchased a new position in shares of Dimensional US Core Equity Market ETF in the 3rd quarter worth about $237,000.

Dimensional US Core Equity Market ETF Stock Performance

Shares of DFAU stock opened at $47.61 on Friday. The company has a market capitalization of $10.53 billion, a price-to-earnings ratio of 23.25 and a beta of 1.00. Dimensional US Core Equity Market ETF has a one year low of $33.06 and a one year high of $48.01. The company’s 50-day moving average is $46.92 and its 200 day moving average is $45.59.

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.