Heritage Wealth Management Inc. Texas Has $65.50 Million Stake in Dimensional U.S. Equity ETF $DFUS

Heritage Wealth Management Inc. Texas lessened its holdings in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 1.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 883,122 shares of the company’s stock after selling 12,344 shares during the quarter. Dimensional U.S. Equity ETF makes up 28.4% of Heritage Wealth Management Inc. Texas’ portfolio, making the stock its biggest position. Heritage Wealth Management Inc. Texas owned 0.36% of Dimensional U.S. Equity ETF worth $65,501,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Focus Partners Wealth raised its holdings in shares of Dimensional U.S. Equity ETF by 13.8% during the third quarter. Focus Partners Wealth now owns 9,198,125 shares of the company’s stock valued at $667,584,000 after acquiring an additional 1,113,200 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its holdings in shares of Dimensional U.S. Equity ETF by 5,806.1% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 5,933,357 shares of the company’s stock valued at $440,077,000 after acquiring an additional 5,832,895 shares in the last quarter. Sax Wealth Advisors LLC raised its holdings in shares of Dimensional U.S. Equity ETF by 8.6% during the fourth quarter. Sax Wealth Advisors LLC now owns 3,874,407 shares of the company’s stock valued at $287,365,000 after acquiring an additional 307,634 shares in the last quarter. TCI Wealth Advisors Inc. raised its holdings in shares of Dimensional U.S. Equity ETF by 7.3% during the fourth quarter. TCI Wealth Advisors Inc. now owns 3,168,425 shares of the company’s stock valued at $235,002,000 after acquiring an additional 216,267 shares in the last quarter. Finally, Great Waters Wealth Management raised its holdings in shares of Dimensional U.S. Equity ETF by 7.6% during the fourth quarter. Great Waters Wealth Management now owns 2,685,540 shares of the company’s stock valued at $199,187,000 after acquiring an additional 188,544 shares in the last quarter.

Dimensional U.S. Equity ETF Stock Up 0.4%

Shares of Dimensional U.S. Equity ETF stock opened at $81.12 on Friday. The company has a market cap of $20.57 billion, a PE ratio of 24.45 and a beta of 1.01. The business has a 50 day moving average of $75.62 and a 200 day moving average of $74.82. Dimensional U.S. Equity ETF has a 52 week low of $62.35 and a 52 week high of $81.50.

About Dimensional U.S. Equity ETF

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.