Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) is Envision Financial Planning LLC’s Largest Position

Envision Financial Planning LLC increased its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 2.1% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 522,402 shares of the company’s stock after buying an additional 10,779 shares during the period. Dimensional US Core Equity Market ETF accounts for about 10.9% of Envision Financial Planning LLC’s holdings, making the stock its largest holding. Envision Financial Planning LLC’s holdings in Dimensional US Core Equity Market ETF were worth $21,152,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently modified their holdings of DFAU. JPMorgan Chase & Co. increased its holdings in Dimensional US Core Equity Market ETF by 3.7% in the 3rd quarter. JPMorgan Chase & Co. now owns 344,109 shares of the company’s stock worth $13,658,000 after buying an additional 12,432 shares in the last quarter. FMR LLC raised its position in Dimensional US Core Equity Market ETF by 96,900.0% in the third quarter. FMR LLC now owns 970 shares of the company’s stock worth $38,000 after acquiring an additional 969 shares during the period. Raymond James Financial Inc. purchased a new position in shares of Dimensional US Core Equity Market ETF during the 4th quarter worth $9,841,000. Riverchase Wealth Management LLC bought a new stake in shares of Dimensional US Core Equity Market ETF during the 4th quarter valued at $1,510,000. Finally, Jackson Thornton Wealth Management LLC increased its stake in shares of Dimensional US Core Equity Market ETF by 4.2% in the 4th quarter. Jackson Thornton Wealth Management LLC now owns 234,927 shares of the company’s stock worth $9,512,000 after purchasing an additional 9,570 shares in the last quarter.

Dimensional US Core Equity Market ETF Stock Performance

NYSEARCA DFAU opened at $36.53 on Friday. The business’s fifty day moving average is $39.33 and its 200 day moving average is $40.38. The company has a market capitalization of $6.82 billion, a PE ratio of 21.93 and a beta of 1.01. Dimensional US Core Equity Market ETF has a fifty-two week low of $33.06 and a fifty-two week 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.