Ruedi Wealth Management Inc. Has $18.78 Million Stake in Dimensional U.S. Equity ETF $DFUS

Ruedi Wealth Management Inc. lessened its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 3.0% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 280,262 shares of the company’s stock after selling 8,641 shares during the quarter. Dimensional U.S. Equity ETF accounts for approximately 5.6% of Ruedi Wealth Management Inc.’s investment portfolio, making the stock its 4th biggest position. Ruedi Wealth Management Inc.’s holdings in Dimensional U.S. Equity ETF were worth $18,783,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the business. Maseco LLP bought a new stake in shares of Dimensional U.S. Equity ETF in the second quarter valued at about $529,336,000. LPL Financial LLC boosted its position in shares of Dimensional U.S. Equity ETF by 49.1% in the first quarter. LPL Financial LLC now owns 3,610,103 shares of the company’s stock valued at $218,339,000 after acquiring an additional 1,188,511 shares during the period. Sax Wealth Advisors LLC lifted its position in Dimensional U.S. Equity ETF by 0.8% during the second quarter. Sax Wealth Advisors LLC now owns 3,425,092 shares of the company’s stock worth $229,550,000 after purchasing an additional 26,044 shares during the period. Root Financial Partners LLC lifted its position in Dimensional U.S. Equity ETF by 24.9% during the first quarter. Root Financial Partners LLC now owns 2,893,839 shares of the company’s stock worth $175,121,000 after purchasing an additional 577,114 shares during the period. Finally, TCI Wealth Advisors Inc. lifted its position in Dimensional U.S. Equity ETF by 10.0% during the second quarter. TCI Wealth Advisors Inc. now owns 2,730,367 shares of the company’s stock worth $182,989,000 after purchasing an additional 247,713 shares during the period.

Dimensional U.S. Equity ETF Stock Down 2.7%

DFUS opened at $71.00 on Monday. Dimensional U.S. Equity ETF has a twelve month low of $52.10 and a twelve month high of $73.30. The company has a 50-day simple moving average of $70.89 and a 200 day simple moving average of $65.98. The stock has a market capitalization of $17.19 billion, a price-to-earnings ratio of 24.45 and a beta of 0.99.

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.