Mission Wealth Management LP Lowers Stock Holdings in Dimensional US Core Equity Market ETF $DFAU

Mission Wealth Management LP trimmed its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 7.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 441,737 shares of the company’s stock after selling 36,714 shares during the quarter. Mission Wealth Management LP owned approximately 0.20% of Dimensional US Core Equity Market ETF worth $20,673,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Alpha Financial Advisors LLC grew its stake in shares of Dimensional US Core Equity Market ETF by 6.4% during the 3rd quarter. Alpha Financial Advisors LLC now owns 803,942 shares of the company’s stock worth $36,788,000 after purchasing an additional 48,024 shares during the period. SC&H Financial Advisors Inc. grew its stake in shares of Dimensional US Core Equity Market ETF by 3.6% during the 4th quarter. SC&H Financial Advisors Inc. now owns 842,788 shares of the company’s stock worth $39,442,000 after purchasing an additional 29,245 shares during the period. Apella Capital LLC grew its stake in shares of Dimensional US Core Equity Market ETF by 13.6% during the 4th quarter. Apella Capital LLC now owns 108,892 shares of the company’s stock worth $5,096,000 after purchasing an additional 13,026 shares during the period. Valued Wealth Advisors LLC grew its stake in shares of Dimensional US Core Equity Market ETF by 6.7% during the 3rd quarter. Valued Wealth Advisors LLC now owns 889,432 shares of the company’s stock worth $40,700,000 after purchasing an additional 55,752 shares during the period. Finally, Shira Ridge Wealth Management grew its stake in shares of Dimensional US Core Equity Market ETF by 6.5% during the 4th quarter. Shira Ridge Wealth Management now owns 554,421 shares of the company’s stock worth $25,947,000 after purchasing an additional 33,653 shares during the period.

Dimensional US Core Equity Market ETF Price Performance

NYSEARCA:DFAU opened at $50.70 on Monday. Dimensional US Core Equity Market ETF has a fifty-two week low of $39.48 and a fifty-two week high of $51.45. The stock has a market cap of $11.66 billion, a PE ratio of 23.25 and a beta of 1.00. The firm’s fifty day simple moving average is $47.55 and its 200-day simple moving average is $47.24.

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.