LJI Wealth Management LLC Increases Position in Dimensional U.S. Equity ETF $DFUS

LJI Wealth Management LLC raised its holdings in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 32.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 57,815 shares of the company’s stock after buying an additional 14,179 shares during the period. Dimensional U.S. Equity ETF comprises approximately 0.7% of LJI Wealth Management LLC’s investment portfolio, making the stock its 21st biggest position. LJI Wealth Management LLC’s holdings in Dimensional U.S. Equity ETF were worth $3,875,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Kovitz Investment Group Partners LLC purchased a new position in shares of Dimensional U.S. Equity ETF during the first quarter valued at approximately $416,000. Willow Creek Wealth Management Inc. grew its stake in Dimensional U.S. Equity ETF by 7.1% in the second quarter. Willow Creek Wealth Management Inc. now owns 796,649 shares of the company’s stock worth $53,391,000 after purchasing an additional 52,789 shares in the last quarter. XY Planning Network Inc. grew its stake in Dimensional U.S. Equity ETF by 103.5% in the second quarter. XY Planning Network Inc. now owns 67,117 shares of the company’s stock worth $4,498,000 after purchasing an additional 34,137 shares in the last quarter. Janney Montgomery Scott LLC bought a new position in Dimensional U.S. Equity ETF in the second quarter worth approximately $357,000. Finally, SC&H Financial Advisors Inc. grew its stake in Dimensional U.S. Equity ETF by 6.5% in the second quarter. SC&H Financial Advisors Inc. now owns 412,324 shares of the company’s stock worth $27,634,000 after purchasing an additional 25,249 shares in the last quarter.

Dimensional U.S. Equity ETF Stock Up 0.6%

Shares of NYSEARCA:DFUS opened at $73.05 on Friday. Dimensional U.S. Equity ETF has a 52-week low of $52.10 and a 52-week high of $73.30. The stock has a market cap of $17.71 billion, a P/E ratio of 24.45 and a beta of 0.99. The business’s 50 day moving average is $71.50 and its 200 day moving average is $66.74.

About Dimensional U.S. Equity ETF

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.