Wealthspire Advisors LLC Trims Holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Wealthspire Advisors LLC trimmed its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 35.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 797,068 shares of the company’s stock after selling 439,659 shares during the period. Wealthspire Advisors LLC owned about 0.53% of Dimensional US Core Equity Market ETF worth $32,273,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DFAU. Joel Isaacson & Co. LLC purchased a new position in shares of Dimensional US Core Equity Market ETF during the 3rd quarter worth about $265,000. Allworth Financial LP lifted its holdings in shares of Dimensional US Core Equity Market ETF by 20.7% during the 3rd quarter. Allworth Financial LP now owns 2,877,689 shares of the company’s stock worth $114,215,000 after acquiring an additional 493,911 shares during the period. Wealth Enhancement Advisory Services LLC lifted its holdings in shares of Dimensional US Core Equity Market ETF by 2.7% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 860,439 shares of the company’s stock worth $34,151,000 after acquiring an additional 22,366 shares during the period. Kooman & Associates lifted its holdings in shares of Dimensional US Core Equity Market ETF by 3.1% during the 3rd quarter. Kooman & Associates now owns 2,633,281 shares of the company’s stock worth $104,515,000 after acquiring an additional 79,374 shares during the period. Finally, Bay Harbor Wealth Management LLC lifted its holdings in shares of Dimensional US Core Equity Market ETF by 19.5% during the 3rd quarter. Bay Harbor Wealth Management LLC now owns 524,078 shares of the company’s stock worth $20,801,000 after acquiring an additional 85,688 shares during the period.

Dimensional US Core Equity Market ETF Price Performance

Shares of DFAU stock opened at $41.30 on Friday. The firm has a market cap of $6.26 billion, a P/E ratio of 22.05 and a beta of 1.02. Dimensional US Core Equity Market ETF has a 1-year low of $34.42 and a 1-year high of $42.42. The firm’s 50-day simple moving average is $41.38 and its 200-day simple moving average is $40.36.

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.