Heirloom Wealth Management Increases Stock Position in Dimensional US Core Equity Market ETF $DFAU

Heirloom Wealth Management increased its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 5.7% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 151,944 shares of the company’s stock after purchasing an additional 8,190 shares during the quarter. Dimensional US Core Equity Market ETF accounts for 1.7% of Heirloom Wealth Management’s portfolio, making the stock its 21st largest position. Heirloom Wealth Management owned 0.08% of Dimensional US Core Equity Market ETF worth $6,436,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC boosted its stake in shares of Dimensional US Core Equity Market ETF by 2.2% in the second quarter. Brighton Jones LLC now owns 961,273 shares of the company’s stock valued at $40,720,000 after purchasing an additional 21,052 shares during the period. Dodds Wealth LLC boosted its stake in Dimensional US Core Equity Market ETF by 1.0% during the 2nd quarter. Dodds Wealth LLC now owns 129,831 shares of the company’s stock valued at $5,500,000 after acquiring an additional 1,225 shares during the last quarter. CVA Family Office LLC boosted its stake in Dimensional US Core Equity Market ETF by 13.8% during the 2nd quarter. CVA Family Office LLC now owns 422,690 shares of the company’s stock valued at $17,905,000 after acquiring an additional 51,350 shares during the last quarter. Core Wealth Management Inc. bought a new position in Dimensional US Core Equity Market ETF during the 2nd quarter valued at $256,000. Finally, Focus Partners Advisor Solutions LLC boosted its stake in Dimensional US Core Equity Market ETF by 118.6% during the 2nd quarter. Focus Partners Advisor Solutions LLC now owns 2,074,570 shares of the company’s stock valued at $87,879,000 after acquiring an additional 1,125,428 shares during the last quarter.

Dimensional US Core Equity Market ETF Price Performance

NYSEARCA DFAU opened at $46.44 on Friday. Dimensional US Core Equity Market ETF has a 12 month low of $33.06 and a 12 month high of $46.55. The company has a market capitalization of $9.70 billion, a price-to-earnings ratio of 23.25 and a beta of 0.98. The company’s fifty day moving average price is $45.22 and its two-hundred day moving average price is $42.35.

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.