Forum Financial Management LP Reduces Position in Dimensional U.S. Equity ETF $DFUS

Forum Financial Management LP decreased its holdings in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 2.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,171,335 shares of the company’s stock after selling 25,580 shares during the period. Dimensional U.S. Equity ETF comprises approximately 1.2% of Forum Financial Management LP’s holdings, making the stock its 12th largest position. Forum Financial Management LP’s holdings in Dimensional U.S. Equity ETF were worth $83,059,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Ironwood Wealth Management LLC. raised its holdings in Dimensional U.S. Equity ETF by 1.6% in the 4th quarter. Ironwood Wealth Management LLC. now owns 8,898 shares of the company’s stock worth $674,000 after purchasing an additional 136 shares during the period. Sincerus Advisory LLC lifted its position in Dimensional U.S. Equity ETF by 1.5% during the fourth quarter. Sincerus Advisory LLC now owns 9,138 shares of the company’s stock valued at $678,000 after purchasing an additional 137 shares in the last quarter. Kelly Financial Group LLC grew its holdings in Dimensional U.S. Equity ETF by 1.8% during the fourth quarter. Kelly Financial Group LLC now owns 7,715 shares of the company’s stock valued at $572,000 after purchasing an additional 137 shares during the period. SageOak Financial LLC grew its holdings in Dimensional U.S. Equity ETF by 2.9% during the fourth quarter. SageOak Financial LLC now owns 4,895 shares of the company’s stock valued at $363,000 after purchasing an additional 140 shares during the period. Finally, Stewardship Advisors LLC increased its position in Dimensional U.S. Equity ETF by 1.8% in the first quarter. Stewardship Advisors LLC now owns 7,959 shares of the company’s stock worth $564,000 after buying an additional 142 shares in the last quarter.

Dimensional U.S. Equity ETF Stock Up 1.4%

Shares of DFUS opened at $81.28 on Tuesday. The business has a 50-day simple moving average of $80.31 and a two-hundred day simple moving average of $76.30. Dimensional U.S. Equity ETF has a 52 week low of $66.75 and a 52 week high of $82.96. The stock has a market cap of $20.61 billion, a price-to-earnings ratio of 24.45 and a beta of 1.01.

Dimensional U.S. Equity ETF Company Profile

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.