Chico Wealth RIA Has $6.06 Million Stock Holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Chico Wealth RIA lessened its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 1.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 152,565 shares of the company’s stock after selling 2,628 shares during the quarter. Dimensional US Core Equity Market ETF accounts for 5.2% of Chico Wealth RIA’s portfolio, making the stock its 4th largest position. Chico Wealth RIA owned about 0.10% of Dimensional US Core Equity Market ETF worth $6,055,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in DFAU. Brookstone Capital Management bought a new stake in shares of Dimensional US Core Equity Market ETF in the 1st quarter worth about $281,000. Physician Wealth Advisors Inc. lifted its holdings in shares of Dimensional US Core Equity Market ETF by 3.9% in the 1st quarter. Physician Wealth Advisors Inc. now owns 375,196 shares of the company’s stock worth $13,139,000 after acquiring an additional 14,192 shares during the last quarter. Morris Financial Concepts Inc. lifted its holdings in shares of Dimensional US Core Equity Market ETF by 4.9% in the 1st quarter. Morris Financial Concepts Inc. now owns 8,415 shares of the company’s stock worth $307,000 after acquiring an additional 391 shares during the last quarter. Synergy Asset Management LLC bought a new stake in shares of Dimensional US Core Equity Market ETF in the 1st quarter worth about $279,000. Finally, TCP Asset Management LLC increased its stake in Dimensional US Core Equity Market ETF by 22.9% in the 1st quarter. TCP Asset Management LLC now owns 810,071 shares of the company’s stock worth $29,600,000 after buying an additional 151,008 shares during the period.

Dimensional US Core Equity Market ETF Price Performance

DFAU stock opened at $40.01 on Friday. The company has a market capitalization of $6.07 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 $40.57. The firm’s 50-day moving average is $39.15 and its 200 day moving average is $37.66.

Dimensional US Core Equity Market ETF Company 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.