Heirloom Wealth Management Raises Position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Heirloom Wealth Management boosted its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 3.7% during the 1st quarter, Holdings Channel.com reports. The firm owned 145,125 shares of the company’s stock after purchasing an additional 5,240 shares during the period. Dimensional US Core Equity Market ETF comprises about 1.8% of Heirloom Wealth Management’s portfolio, making the stock its 18th biggest holding. Heirloom Wealth Management’s holdings in Dimensional US Core Equity Market ETF were worth $5,303,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of the company. Bridge Advisory LLC lifted its holdings in Dimensional US Core Equity Market ETF by 3.9% during the 4th quarter. Bridge Advisory LLC now owns 201,686 shares of the company’s stock worth $6,706,000 after purchasing an additional 7,479 shares in the last quarter. Highland Financial Advisors LLC boosted its position in shares of Dimensional US Core Equity Market ETF by 2.8% in the fourth quarter. Highland Financial Advisors LLC now owns 537,592 shares of the company’s stock valued at $17,875,000 after acquiring an additional 14,643 shares during the period. Lauterbach Financial Advisors LLC grew its stake in Dimensional US Core Equity Market ETF by 4.6% during the fourth quarter. Lauterbach Financial Advisors LLC now owns 30,806 shares of the company’s stock valued at $1,024,000 after acquiring an additional 1,350 shares in the last quarter. SC&H Financial Advisors Inc. increased its holdings in Dimensional US Core Equity Market ETF by 8.1% during the 4th quarter. SC&H Financial Advisors Inc. now owns 608,365 shares of the company’s stock worth $20,228,000 after acquiring an additional 45,725 shares during the period. Finally, Mission Wealth Management LP lifted its stake in Dimensional US Core Equity Market ETF by 2.5% in the 4th quarter. Mission Wealth Management LP now owns 443,257 shares of the company’s stock worth $14,738,000 after purchasing an additional 10,682 shares in the last quarter.

Dimensional US Core Equity Market ETF Trading Down 0.8 %

Shares of DFAU traded down $0.28 during mid-day trading on Thursday, reaching $36.54. 459,394 shares of the stock traded hands, compared to its average volume of 463,795. The company has a market cap of $5.54 billion, a price-to-earnings ratio of 22.05 and a beta of 1.02. Dimensional US Core Equity Market ETF has a 1 year low of $28.50 and a 1 year high of $37.05. The firm has a fifty day moving average price of $35.92 and a 200 day moving average price of $34.21.

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.