Live Oak Private Wealth LLC Acquires 70,719 Shares of Dimensional US Core Equity Market ETF $DFAU

Live Oak Private Wealth LLC increased its holdings in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 21.3% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 402,305 shares of the company’s stock after acquiring an additional 70,719 shares during the period. Dimensional US Core Equity Market ETF comprises approximately 2.5% of Live Oak Private Wealth LLC’s holdings, making the stock its 4th largest holding. Live Oak Private Wealth LLC owned approximately 0.18% of Dimensional US Core Equity Market ETF worth $18,152,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Sequoia Financial Advisors LLC boosted its stake in Dimensional US Core Equity Market ETF by 1.7% in the fourth quarter. Sequoia Financial Advisors LLC now owns 7,125,424 shares of the company’s stock worth $333,470,000 after purchasing an additional 118,187 shares in the last quarter. RVW Wealth LLC increased its stake in shares of Dimensional US Core Equity Market ETF by 0.3% in the fourth quarter. RVW Wealth LLC now owns 4,512,375 shares of the company’s stock valued at $211,179,000 after buying an additional 13,137 shares in the last quarter. Sageworth Trust Co increased its stake in shares of Dimensional US Core Equity Market ETF by 4,798.5% in the fourth quarter. Sageworth Trust Co now owns 4,504,629 shares of the company’s stock valued at $210,817,000 after buying an additional 4,412,669 shares in the last quarter. Allworth Financial LP raised its holdings in shares of Dimensional US Core Equity Market ETF by 4.6% in the third quarter. Allworth Financial LP now owns 3,989,254 shares of the company’s stock valued at $182,548,000 after buying an additional 175,456 shares during the last quarter. Finally, Focus Partners Wealth raised its holdings in shares of Dimensional US Core Equity Market ETF by 45.3% in the fourth quarter. Focus Partners Wealth now owns 3,382,769 shares of the company’s stock valued at $158,314,000 after buying an additional 1,054,560 shares during the last quarter.

Dimensional US Core Equity Market ETF Stock Down 0.0%

Shares of NYSEARCA DFAU opened at $50.81 on Thursday. The firm’s 50-day simple moving average is $50.63 and its 200 day simple moving average is $48.25. The company has a market cap of $11.68 billion, a price-to-earnings ratio of 23.25 and a beta of 1.00. Dimensional US Core Equity Market ETF has a 12-month low of $41.50 and a 12-month high of $52.38.

Dimensional US Core Equity Market ETF 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.