Schwarz Dygos Wheeler Investment Advisors LLC Increases Holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Schwarz Dygos Wheeler Investment Advisors LLC lifted its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 10.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 427,113 shares of the company’s stock after purchasing an additional 41,464 shares during the period. Dimensional US Core Equity Market ETF accounts for approximately 4.4% of Schwarz Dygos Wheeler Investment Advisors LLC’s holdings, making the stock its 4th largest holding. Schwarz Dygos Wheeler Investment Advisors LLC owned about 0.35% of Dimensional US Core Equity Market ETF worth $14,202,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. BCM Advisors LLC bought a new position in Dimensional US Core Equity Market ETF during the third quarter worth about $44,217,000. Valued Wealth Advisors LLC bought a new position in Dimensional US Core Equity Market ETF during the fourth quarter worth about $21,397,000. Pathstone Family Office LLC raised its stake in shares of Dimensional US Core Equity Market ETF by 1,023.6% in the 3rd quarter. Pathstone Family Office LLC now owns 552,181 shares of the company’s stock valued at $16,538,000 after purchasing an additional 503,036 shares during the period. Kure Advisory LLC acquired a new stake in shares of Dimensional US Core Equity Market ETF in the 3rd quarter valued at about $14,348,000. Finally, Kooman & Associates raised its stake in shares of Dimensional US Core Equity Market ETF by 23.6% in the 3rd quarter. Kooman & Associates now owns 2,416,386 shares of the company’s stock valued at $72,371,000 after purchasing an additional 461,674 shares during the period.

Dimensional US Core Equity Market ETF Price Performance

Shares of DFAU traded up $0.30 during midday trading on Friday, hitting $35.41. The stock had a trading volume of 284,780 shares, compared to its average volume of 474,805. The company has a 50 day simple moving average of $35.61 and a two-hundred day simple moving average of $33.35. Dimensional US Core Equity Market ETF has a twelve month low of $28.14 and a twelve month high of $36.62. The firm has a market cap of $5.29 billion, a price-to-earnings ratio of 21.51 and a beta of 0.98.

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.