Heritage Wealth Management Inc. Texas Has $51.09 Million Holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Heritage Wealth Management Inc. Texas cut its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 2.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 801,370 shares of the company’s stock after selling 18,764 shares during the quarter. Dimensional U.S. Equity ETF comprises 30.1% of Heritage Wealth Management Inc. Texas’ portfolio, making the stock its largest position. Heritage Wealth Management Inc. Texas owned approximately 0.50% of Dimensional U.S. Equity ETF worth $51,087,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. ST Germain D J Co. Inc. bought a new position in shares of Dimensional U.S. Equity ETF during the 4th quarter valued at about $45,000. Bristlecone Advisors LLC bought a new position in Dimensional U.S. Equity ETF in the third quarter valued at approximately $100,000. Truvestments Capital LLC acquired a new position in shares of Dimensional U.S. Equity ETF in the third quarter valued at approximately $114,000. First Community Trust NA bought a new stake in shares of Dimensional U.S. Equity ETF during the third quarter worth $137,000. Finally, RB Capital Management LLC acquired a new stake in shares of Dimensional U.S. Equity ETF during the third quarter worth $209,000.

Dimensional U.S. Equity ETF Trading Up 0.5 %

Shares of NYSEARCA DFUS opened at $66.53 on Friday. The company has a fifty day moving average price of $65.01 and a 200 day moving average price of $62.41. The firm has a market cap of $10.61 billion, a PE ratio of 24.29 and a beta of 1.04. Dimensional U.S. Equity ETF has a 1-year low of $52.49 and a 1-year high of $66.58.

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.