Zhang Financial LLC Boosts Holdings in Dimensional US Core Equity Market ETF $DFAU

Zhang Financial LLC lifted its position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 5.2% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 708,833 shares of the company’s stock after buying an additional 35,264 shares during the period. Dimensional US Core Equity Market ETF makes up approximately 1.1% of Zhang Financial LLC’s portfolio, making the stock its 21st largest position. Zhang Financial LLC owned about 0.31% of Dimensional US Core Equity Market ETF worth $31,983,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Tradewinds Capital Management LLC purchased a new position in Dimensional US Core Equity Market ETF in the fourth quarter worth approximately $38,000. Turtle Creek Wealth Advisors LLC purchased a new stake in Dimensional US Core Equity Market ETF in the first quarter valued at $43,000. UMB Bank n.a. purchased a new stake in Dimensional US Core Equity Market ETF in the fourth quarter valued at $43,000. Godfrey Financial Associates Inc. acquired a new position in shares of Dimensional US Core Equity Market ETF in the 4th quarter valued at $70,000. Finally, SJS Investment Consulting Inc. lifted its stake in shares of Dimensional US Core Equity Market ETF by 33.6% in the 1st quarter. SJS Investment Consulting Inc. now owns 1,632 shares of the company’s stock valued at $74,000 after purchasing an additional 410 shares during the last quarter.

Dimensional US Core Equity Market ETF Trading Down 0.9%

NYSEARCA DFAU opened at $51.51 on Friday. The stock has a market cap of $12.32 billion, a PE ratio of 23.25 and a beta of 1.00. Dimensional US Core Equity Market ETF has a twelve month low of $42.41 and a twelve month high of $52.38. The stock has a fifty day simple moving average of $51.42 and a 200-day simple moving average of $48.79.

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.