Physician Wealth Advisors Inc. Cuts Holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Physician Wealth Advisors Inc. lowered its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 1.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 374,798 shares of the company’s stock after selling 3,831 shares during the quarter. Dimensional US Core Equity Market ETF accounts for 2.7% of Physician Wealth Advisors Inc.’s investment portfolio, making the stock its 11th biggest position. Physician Wealth Advisors Inc. owned 0.25% of Dimensional US Core Equity Market ETF worth $15,044,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Firethorn Wealth Partners LLC grew its stake in Dimensional US Core Equity Market ETF by 61.6% during the third quarter. Firethorn Wealth Partners LLC now owns 126,051 shares of the company’s stock worth $5,003,000 after buying an additional 48,045 shares during the period. BOS Asset Management LLC purchased a new position in shares of Dimensional US Core Equity Market ETF in the 3rd quarter valued at $205,000. Asset Dedication LLC lifted its holdings in shares of Dimensional US Core Equity Market ETF by 2,250.5% during the 3rd quarter. Asset Dedication LLC now owns 2,139 shares of the company’s stock valued at $85,000 after acquiring an additional 2,048 shares in the last quarter. Aspect Partners LLC purchased a new stake in Dimensional US Core Equity Market ETF during the 3rd quarter worth $590,000. Finally, Cherrydale Wealth Management LLC boosted its position in Dimensional US Core Equity Market ETF by 3.7% during the 3rd quarter. Cherrydale Wealth Management LLC now owns 243,082 shares of the company’s stock worth $9,648,000 after purchasing an additional 8,697 shares during the period.

Dimensional US Core Equity Market ETF Price Performance

NYSEARCA:DFAU opened at $40.35 on Thursday. The business’s 50-day moving average is $38.78 and its two-hundred day moving average is $37.50. The firm has a market capitalization of $6.12 billion, a PE ratio of 22.05 and a beta of 1.02. Dimensional US Core Equity Market ETF has a 12 month low of $28.50 and a 12 month high of $40.48.

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.