Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) is Essential Planning LLC.’s 2nd Largest Position

Essential Planning LLC. boosted its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 6,181.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 77,812,926 shares of the company’s stock after buying an additional 76,574,185 shares during the period. Dimensional US Core Equity Market ETF makes up 20.7% of Essential Planning LLC.’s investment portfolio, making the stock its 2nd biggest holding. Essential Planning LLC. owned approximately 51.33% of Dimensional US Core Equity Market ETF worth $3,177,525,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. BCM Advisors LLC lifted its holdings in shares of Dimensional US Core Equity Market ETF by 1.8% during the 3rd quarter. BCM Advisors LLC now owns 1,583,367 shares of the company’s stock worth $62,480,000 after acquiring an additional 27,390 shares during the last quarter. OneDigital Investment Advisors LLC lifted its holdings in shares of Dimensional US Core Equity Market ETF by 23.1% during the 3rd quarter. OneDigital Investment Advisors LLC now owns 2,531,792 shares of the company’s stock worth $100,487,000 after acquiring an additional 475,125 shares during the last quarter. Spectrum Investment Advisors Inc. lifted its stake in Dimensional US Core Equity Market ETF by 1.0% in the third quarter. Spectrum Investment Advisors Inc. now owns 593,122 shares of the company’s stock worth $23,541,000 after purchasing an additional 5,997 shares during the last quarter. Heritage Investment Group Inc. lifted its stake in Dimensional US Core Equity Market ETF by 2.7% in the third quarter. Heritage Investment Group Inc. now owns 478,256 shares of the company’s stock worth $18,982,000 after purchasing an additional 12,722 shares during the last quarter. Finally, Spinnaker Investment Group LLC lifted its stake in Dimensional US Core Equity Market ETF by 4.5% in the third quarter. Spinnaker Investment Group LLC now owns 2,001,795 shares of the company’s stock worth $79,451,000 after purchasing an additional 86,747 shares during the last quarter.

Dimensional US Core Equity Market ETF Stock Down 0.8 %

Dimensional US Core Equity Market ETF stock opened at $38.22 on Wednesday. The company has a market capitalization of $6.93 billion, a PE ratio of 24.54 and a beta of 1.01. The firm has a fifty day simple moving average of $41.11 and a two-hundred day simple moving average of $40.57. Dimensional US Core Equity Market ETF has a twelve month low of $34.42 and a twelve month high of $42.42.

Dimensional US Core Equity Market ETF 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.