Dimensional US Core Equity Market ETF $DFAU is Envision Financial Planning LLC’s 2nd Largest Position

Envision Financial Planning LLC lifted its stake in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 4.8% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 523,955 shares of the company’s stock after purchasing an additional 23,951 shares during the quarter. Dimensional US Core Equity Market ETF accounts for about 8.6% of Envision Financial Planning LLC’s holdings, making the stock its 2nd largest position. Envision Financial Planning LLC owned about 0.23% of Dimensional US Core Equity Market ETF worth $23,641,000 as of its most recent filing with the SEC.

Other institutional investors have also added to or reduced their stakes in the company. UMB Bank n.a. purchased a new stake in Dimensional US Core Equity Market ETF in the 4th quarter worth approximately $43,000. Turtle Creek Wealth Advisors LLC bought a new position in shares of Dimensional US Core Equity Market ETF in the first quarter worth $43,000. Godfrey Financial Associates Inc. purchased a new stake in shares of Dimensional US Core Equity Market ETF in the fourth quarter worth $70,000. SJS Investment Consulting Inc. raised its position in shares of Dimensional US Core Equity Market ETF by 33.6% in the first quarter. SJS Investment Consulting Inc. now owns 1,632 shares of the company’s stock worth $74,000 after buying an additional 410 shares in the last quarter. Finally, PNC Financial Services Group Inc. bought a new stake in Dimensional US Core Equity Market ETF during the first quarter valued at $101,000.

Dimensional US Core Equity Market ETF Stock Up 0.1%

Dimensional US Core Equity Market ETF stock opened at $51.29 on Tuesday. Dimensional US Core Equity Market ETF has a 52 week low of $42.41 and a 52 week high of $52.38. The business has a 50-day simple moving average of $51.49 and a 200 day simple moving average of $48.98. The stock has a market cap of $12.29 billion, a price-to-earnings ratio of 23.25 and a beta of 1.00.

About Dimensional US Core Equity Market ETF

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.