Barrett & Company Inc. Has $658,000 Position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Barrett & Company Inc. decreased its holdings in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 10.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,588 shares of the company’s stock after selling 2,025 shares during the period. Barrett & Company Inc.’s holdings in Dimensional US Core Equity Market ETF were worth $658,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. GEM Asset Management LLC increased its position in Dimensional US Core Equity Market ETF by 3.5% in the 2nd quarter. GEM Asset Management LLC now owns 124,523 shares of the company’s stock valued at $4,668,000 after buying an additional 4,265 shares in the last quarter. Morling Financial Advisors LLC increased its holdings in shares of Dimensional US Core Equity Market ETF by 1.9% during the second quarter. Morling Financial Advisors LLC now owns 472,930 shares of the company’s stock valued at $17,730,000 after acquiring an additional 8,865 shares in the last quarter. Apollon Wealth Management LLC lifted its holdings in shares of Dimensional US Core Equity Market ETF by 34.5% in the 2nd quarter. Apollon Wealth Management LLC now owns 99,353 shares of the company’s stock worth $3,725,000 after purchasing an additional 25,512 shares in the last quarter. D.A. Davidson & CO. lifted its holdings in shares of Dimensional US Core Equity Market ETF by 2.3% in the 2nd quarter. D.A. Davidson & CO. now owns 110,935 shares of the company’s stock worth $4,159,000 after purchasing an additional 2,485 shares in the last quarter. Finally, Strategic Investment Solutions Inc. IL bought a new stake in Dimensional US Core Equity Market ETF during the 2nd quarter valued at $7,016,000.

Dimensional US Core Equity Market ETF Stock Up 0.6 %

DFAU traded up $0.22 during trading on Monday, hitting $40.21. 34,307 shares of the company’s stock were exchanged, compared to its average volume of 446,213. The stock has a market cap of $6.10 billion, a P/E ratio of 22.05 and a beta of 1.02. The business’s 50 day moving average is $39.18 and its two-hundred day moving average is $37.71. Dimensional US Core Equity Market ETF has a fifty-two week low of $28.69 and a fifty-two week high of $40.57.

About Dimensional US Core Equity Market ETF

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.