DWR Wealth Management LLC Has $7.45 Million Position in Dimensional U.S. Equity ETF $DFUS

DWR Wealth Management LLC increased its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 21.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 91,640 shares of the company’s stock after purchasing an additional 16,317 shares during the period. Dimensional U.S. Equity ETF makes up 5.6% of DWR Wealth Management LLC’s investment portfolio, making the stock its 7th biggest holding. DWR Wealth Management LLC’s holdings in Dimensional U.S. Equity ETF were worth $7,448,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Kelly Financial Group LLC raised its holdings in Dimensional U.S. Equity ETF by 1.8% during the fourth quarter. Kelly Financial Group LLC now owns 7,715 shares of the company’s stock valued at $572,000 after buying an additional 137 shares in the last quarter. SageOak Financial LLC boosted its stake in shares of Dimensional U.S. Equity ETF by 2.9% during the 4th quarter. SageOak Financial LLC now owns 4,895 shares of the company’s stock worth $363,000 after acquiring an additional 140 shares in the last quarter. Stewardship Advisors LLC increased its holdings in shares of Dimensional U.S. Equity ETF by 1.8% during the 1st quarter. Stewardship Advisors LLC now owns 7,959 shares of the company’s stock valued at $564,000 after acquiring an additional 142 shares during the last quarter. Fairscale Capital LLC increased its holdings in shares of Dimensional U.S. Equity ETF by 27.9% during the 4th quarter. Fairscale Capital LLC now owns 651 shares of the company’s stock valued at $48,000 after acquiring an additional 142 shares during the last quarter. Finally, Beaird Harris Wealth Management LLC increased its holdings in shares of Dimensional U.S. Equity ETF by 0.3% during the 4th quarter. Beaird Harris Wealth Management LLC now owns 53,959 shares of the company’s stock valued at $4,002,000 after acquiring an additional 149 shares during the last quarter.

Dimensional U.S. Equity ETF Stock Performance

Shares of DFUS stock opened at $83.98 on Friday. The stock’s 50 day simple moving average is $81.63 and its 200 day simple moving average is $77.70. Dimensional U.S. Equity ETF has a twelve month low of $68.25 and a twelve month high of $84.93. The company has a market capitalization of $21.48 billion, a price-to-earnings ratio of 24.45 and a beta of 1.01.

Dimensional U.S. Equity ETF Company Profile

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.