Phillips Financial Management LLC Has $934,000 Stake in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Phillips Financial Management LLC lifted its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 2.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,013 shares of the company’s stock after purchasing an additional 346 shares during the quarter. Phillips Financial Management LLC’s holdings in Dimensional U.S. Equity ETF were worth $934,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Creative Planning lifted its stake in Dimensional U.S. Equity ETF by 116.0% in the second quarter. Creative Planning now owns 3,710,489 shares of the company’s stock valued at $218,362,000 after acquiring an additional 1,992,827 shares during the last quarter. Sax Wealth Advisors LLC boosted its holdings in Dimensional U.S. Equity ETF by 3.5% in the 3rd quarter. Sax Wealth Advisors LLC now owns 3,215,281 shares of the company’s stock valued at $199,990,000 after purchasing an additional 109,758 shares during the period. TCI Wealth Advisors Inc. raised its holdings in Dimensional U.S. Equity ETF by 2.1% in the 3rd quarter. TCI Wealth Advisors Inc. now owns 2,363,926 shares of the company’s stock valued at $147,036,000 after acquiring an additional 47,763 shares in the last quarter. Great Waters Wealth Management raised its stake in Dimensional U.S. Equity ETF by 13.0% in the third quarter. Great Waters Wealth Management now owns 2,240,037 shares of the company’s stock valued at $139,330,000 after purchasing an additional 257,467 shares in the last quarter. Finally, Zhang Financial LLC grew its stake in Dimensional U.S. Equity ETF by 11.6% during the third quarter. Zhang Financial LLC now owns 2,094,026 shares of the company’s stock worth $130,248,000 after buying an additional 217,976 shares in the last quarter.

Dimensional U.S. Equity ETF Trading Down 1.3 %

Shares of NYSEARCA:DFUS opened at $63.86 on Monday. The stock has a market capitalization of $10.19 billion, a PE ratio of 24.29 and a beta of 1.04. The firm has a 50 day moving average of $62.44 and a 200-day moving average of $60.01. Dimensional U.S. Equity ETF has a 12 month low of $48.57 and a 12 month high of $65.52.

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.