Dimensional U.S. Equity ETF $DFUS is Heritage Wealth Management Inc. Texas’ Largest Position

Heritage Wealth Management Inc. Texas lessened its position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 1.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 883,122 shares of the company’s stock after selling 12,344 shares during the quarter. Dimensional U.S. Equity ETF makes up about 28.4% of Heritage Wealth Management Inc. Texas’ investment portfolio, making the stock its largest holding. Heritage Wealth Management Inc. Texas’ holdings in Dimensional U.S. Equity ETF were worth $65,501,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Dunhill Financial LLC bought a new position in shares of Dimensional U.S. Equity ETF in the 4th quarter worth about $33,000. Sound Income Strategies LLC purchased a new position in Dimensional U.S. Equity ETF during the 4th quarter valued at about $38,000. Cloud Capital Management LLC purchased a new position in Dimensional U.S. Equity ETF during the 3rd quarter valued at about $41,000. DecisionPoint Financial LLC purchased a new position in Dimensional U.S. Equity ETF during the 3rd quarter valued at about $53,000. Finally, Cornerstone Planning Group LLC lifted its position in Dimensional U.S. Equity ETF by 220.2% during the 4th quarter. Cornerstone Planning Group LLC now owns 807 shares of the company’s stock valued at $61,000 after acquiring an additional 555 shares during the period.

Dimensional U.S. Equity ETF Price Performance

Shares of NYSEARCA DFUS opened at $81.12 on Friday. Dimensional U.S. Equity ETF has a 1 year low of $62.35 and a 1 year high of $81.50. The stock has a market cap of $20.57 billion, a P/E ratio of 24.45 and a beta of 1.01. The firm has a 50-day moving average of $75.62 and a 200 day moving average of $74.82.

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.