Montis Financial LLC Takes Position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Montis Financial LLC acquired a new stake in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 12,393 shares of the company’s stock, valued at approximately $790,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in DFUS. OneDigital Investment Advisors LLC raised its position in shares of Dimensional U.S. Equity ETF by 58.3% during the 3rd quarter. OneDigital Investment Advisors LLC now owns 86,064 shares of the company’s stock valued at $5,353,000 after buying an additional 31,703 shares in the last quarter. Balboa Wealth Partners raised its position in shares of Dimensional U.S. Equity ETF by 7.2% during the 3rd quarter. Balboa Wealth Partners now owns 21,616 shares of the company’s stock valued at $1,344,000 after buying an additional 1,455 shares in the last quarter. Squire Investment Management Company LLC raised its position in shares of Dimensional U.S. Equity ETF by 9.5% during the 3rd quarter. Squire Investment Management Company LLC now owns 36,248 shares of the company’s stock valued at $2,255,000 after buying an additional 3,146 shares in the last quarter. LJI Wealth Management LLC purchased a new stake in shares of Dimensional U.S. Equity ETF during the 3rd quarter valued at $597,000. Finally, Phillips Financial Management LLC raised its position in shares of Dimensional U.S. Equity ETF by 2.4% during the 3rd quarter. Phillips Financial Management LLC now owns 15,013 shares of the company’s stock valued at $934,000 after buying an additional 346 shares in the last quarter.

Dimensional U.S. Equity ETF Stock Up 2.1 %

Shares of NYSEARCA:DFUS opened at $60.87 on Friday. The stock has a market cap of $13.36 billion, a PE ratio of 25.66 and a beta of 1.01. The company’s fifty day moving average is $64.55 and its 200 day moving average is $63.69. Dimensional U.S. Equity ETF has a 52 week low of $53.72 and a 52 week high of $66.78.

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.