Larry Mathis Financial Planning LLC Increases Stake in Dimensional US Core Equity Market ETF $DFAU

Larry Mathis Financial Planning LLC grew its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 97.6% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 184,359 shares of the company’s stock after buying an additional 91,071 shares during the quarter. Dimensional US Core Equity Market ETF makes up 7.5% of Larry Mathis Financial Planning LLC’s portfolio, making the stock its largest position. Larry Mathis Financial Planning LLC owned 0.08% of Dimensional US Core Equity Market ETF worth $8,318,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. Tassel Capital Management Inc. increased its position in Dimensional US Core Equity Market ETF by 4.7% in the 1st quarter. Tassel Capital Management Inc. now owns 392,955 shares of the company’s stock valued at $17,730,000 after acquiring an additional 17,704 shares in the last quarter. Next Level Wealth Planning LLC bought a new position in shares of Dimensional US Core Equity Market ETF in the first quarter worth about $223,000. Topsail Wealth Management LLC acquired a new position in shares of Dimensional US Core Equity Market ETF during the first quarter worth approximately $120,000. Maseco LLP lifted its position in shares of Dimensional US Core Equity Market ETF by 27.4% during the first quarter. Maseco LLP now owns 1,838,563 shares of the company’s stock worth $82,938,000 after purchasing an additional 395,171 shares in the last quarter. Finally, Strategent Financial LLC bought a new stake in shares of Dimensional US Core Equity Market ETF during the first quarter valued at approximately $217,000.

Dimensional US Core Equity Market ETF Price Performance

DFAU opened at $50.74 on Friday. The stock has a market capitalization of $11.67 billion, a P/E ratio of 23.25 and a beta of 1.00. The company’s 50 day simple moving average is $50.73 and its 200-day simple moving average is $48.29. Dimensional US Core Equity Market ETF has a one year low of $41.88 and a one year high of $52.38.

Dimensional US Core Equity Market ETF Company 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.