SwitchPoint Financial Planning LLC Buys 596 Shares of Dimensional U.S. Equity ETF $DFUS

SwitchPoint Financial Planning LLC raised its stake in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 2.8% during the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 22,154 shares of the company’s stock after purchasing an additional 596 shares during the quarter. Dimensional U.S. Equity ETF accounts for about 1.2% of SwitchPoint Financial Planning LLC’s investment portfolio, making the stock its 23rd biggest position. SwitchPoint Financial Planning LLC’s holdings in Dimensional U.S. Equity ETF were worth $1,485,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in DFUS. Delap Wealth Advisory LLC raised its position in Dimensional U.S. Equity ETF by 3.3% in the second quarter. Delap Wealth Advisory LLC now owns 4,658 shares of the company’s stock worth $312,000 after purchasing an additional 150 shares in the last quarter. LRI Investments LLC raised its position in Dimensional U.S. Equity ETF by 0.6% in the second quarter. LRI Investments LLC now owns 40,882 shares of the company’s stock worth $2,740,000 after purchasing an additional 227 shares in the last quarter. BCO Wealth Management LLC raised its position in Dimensional U.S. Equity ETF by 0.8% in the first quarter. BCO Wealth Management LLC now owns 30,167 shares of the company’s stock worth $1,825,000 after purchasing an additional 252 shares in the last quarter. Allegiance Financial Group Advisory Services LLC raised its position in Dimensional U.S. Equity ETF by 1.1% in the first quarter. Allegiance Financial Group Advisory Services LLC now owns 27,189 shares of the company’s stock worth $1,644,000 after purchasing an additional 293 shares in the last quarter. Finally, Kondo Wealth Advisors Inc. raised its position in Dimensional U.S. Equity ETF by 0.3% in the second quarter. Kondo Wealth Advisors Inc. now owns 112,945 shares of the company’s stock worth $7,569,000 after purchasing an additional 301 shares in the last quarter.

Dimensional U.S. Equity ETF Stock Up 0.2%

NYSEARCA:DFUS opened at $74.64 on Wednesday. Dimensional U.S. Equity ETF has a 12-month low of $52.10 and a 12-month high of $74.85. The firm has a market capitalization of $18.14 billion, a PE ratio of 24.45 and a beta of 1.01. The firm has a 50-day moving average price of $71.77 and a 200 day moving average price of $67.27.

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.