Dimensional U.S. Equity ETF $DFUS Stock: OLIO Financial Planning Trims Position

OLIO Financial Planning decreased its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 0.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 889,894 shares of the company’s stock after selling 6,935 shares during the quarter. Dimensional U.S. Equity ETF comprises 18.4% of OLIO Financial Planning’s investment portfolio, making the stock its largest holding. OLIO Financial Planning owned 0.35% of Dimensional U.S. Equity ETF worth $73,888,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of DFUS. Colony Family Offices LLC increased its stake in Dimensional U.S. Equity ETF by 1.6% in the third quarter. Colony Family Offices LLC now owns 1,224,151 shares of the company’s stock valued at $101,641,000 after purchasing an additional 19,589 shares during the period. Brookstone Capital Management raised its holdings in shares of Dimensional U.S. Equity ETF by 14.6% in the third quarter. Brookstone Capital Management now owns 6,426 shares of the company’s stock valued at $534,000 after buying an additional 820 shares during the last quarter. Legacy Financial Group Inc. boosted its stake in shares of Dimensional U.S. Equity ETF by 6.7% during the third quarter. Legacy Financial Group Inc. now owns 266,076 shares of the company’s stock worth $22,092,000 after buying an additional 16,728 shares during the period. NBT Bank N.A. acquired a new stake in shares of Dimensional U.S. Equity ETF during the third quarter worth about $241,000. Finally, Root Financial Partners LLC boosted its stake in shares of Dimensional U.S. Equity ETF by 6.4% during the third quarter. Root Financial Partners LLC now owns 5,533,635 shares of the company’s stock worth $459,458,000 after buying an additional 334,890 shares during the period.

Dimensional U.S. Equity ETF Trading Down 0.5%

Shares of NYSEARCA DFUS traded down $0.40 during midday trading on Friday, reaching $82.73. 447,940 shares of the company were exchanged, compared to its average volume of 855,329. Dimensional U.S. Equity ETF has a 1 year low of $68.59 and a 1 year high of $85.27. The stock has a fifty day simple moving average of $83.70 and a 200 day simple moving average of $81.61. The stock has a market cap of $21.12 billion, a P/E ratio of 24.45 and a beta of 1.01.

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.