Donalies Financial Planning LLC Makes New $2.87 Million Investment in Dimensional U.S. Equity ETF $DFUS

Donalies Financial Planning LLC acquired a new position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) during the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 38,720 shares of the company’s stock, valued at approximately $2,872,000. Dimensional U.S. Equity ETF comprises 2.4% of Donalies Financial Planning LLC’s investment portfolio, making the stock its 16th biggest holding.

A number of other large investors have also modified their holdings of DFUS. Northwestern Mutual Wealth Management Co. increased its holdings in shares of Dimensional U.S. Equity ETF by 5,806.1% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 5,933,357 shares of the company’s stock worth $440,077,000 after acquiring an additional 5,832,895 shares during the period. Vise Technologies Inc. increased its holdings in shares of Dimensional U.S. Equity ETF by 252.9% in the 4th quarter. Vise Technologies Inc. now owns 4,742,037 shares of the company’s stock worth $351,717,000 after acquiring an additional 3,398,120 shares during the period. Smartleaf Asset Management LLC increased its holdings in shares of Dimensional U.S. Equity ETF by 2,962.8% in the 4th quarter. Smartleaf Asset Management LLC now owns 1,537,647 shares of the company’s stock worth $114,908,000 after acquiring an additional 1,487,443 shares during the period. Earned Wealth Advisors LLC increased its holdings in shares of Dimensional U.S. Equity ETF by 702.8% in the 4th quarter. Earned Wealth Advisors LLC now owns 1,483,146 shares of the company’s stock worth $110,005,000 after acquiring an additional 1,298,394 shares during the period. Finally, Focus Partners Wealth increased its holdings in shares of Dimensional U.S. Equity ETF by 13.8% in the 3rd quarter. Focus Partners Wealth now owns 9,198,125 shares of the company’s stock worth $667,584,000 after acquiring an additional 1,113,200 shares during the period.

Dimensional U.S. Equity ETF Stock Down 0.6%

DFUS stock opened at $81.99 on Wednesday. Dimensional U.S. Equity ETF has a fifty-two week low of $64.33 and a fifty-two week high of $82.96. The firm’s 50-day simple moving average is $79.10 and its 200 day simple moving average is $75.87. The stock has a market cap of $20.79 billion, a PE ratio of 24.45 and a beta of 1.01.

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.