Tortoise Investment Management LLC Has $15.46 Million Position in Dimensional US Core Equity Market ETF $DFAU

Tortoise Investment Management LLC boosted its stake in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 0.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 402,266 shares of the company’s stock after acquiring an additional 2,850 shares during the quarter. Dimensional US Core Equity Market ETF accounts for 1.6% of Tortoise Investment Management LLC’s portfolio, making the stock its 13th largest position. Tortoise Investment Management LLC owned about 0.21% of Dimensional US Core Equity Market ETF worth $15,463,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently bought and sold shares of the stock. Wealth Preservation Advisors LLC acquired a new position in Dimensional US Core Equity Market ETF during the first quarter worth $176,000. Note Advisors LLC grew its holdings in shares of Dimensional US Core Equity Market ETF by 22.2% during the first quarter. Note Advisors LLC now owns 603,188 shares of the company’s stock worth $23,187,000 after purchasing an additional 109,379 shares during the last quarter. Entrewealth LLC grew its holdings in shares of Dimensional US Core Equity Market ETF by 61.2% during the first quarter. Entrewealth LLC now owns 256,962 shares of the company’s stock worth $9,878,000 after purchasing an additional 97,523 shares during the last quarter. Sax Wealth Advisors LLC grew its holdings in shares of Dimensional US Core Equity Market ETF by 6.3% during the first quarter. Sax Wealth Advisors LLC now owns 385,607 shares of the company’s stock worth $14,823,000 after purchasing an additional 22,959 shares during the last quarter. Finally, Kestra Advisory Services LLC grew its holdings in shares of Dimensional US Core Equity Market ETF by 260.9% during the first quarter. Kestra Advisory Services LLC now owns 261,484 shares of the company’s stock worth $10,051,000 after purchasing an additional 189,029 shares during the last quarter.

Dimensional US Core Equity Market ETF Stock Performance

Shares of DFAU stock opened at $44.56 on Thursday. The stock’s fifty day moving average is $43.14 and its 200-day moving average is $40.59. The stock has a market capitalization of $9.05 billion, a PE ratio of 23.25 and a beta of 0.98. Dimensional US Core Equity Market ETF has a 52 week low of $33.06 and a 52 week high of $44.61.

Dimensional US Core Equity Market ETF Company 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.