Financial Alternatives Inc Has $1.99 Million Holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Financial Alternatives Inc lessened its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 3.9% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 52,967 shares of the company’s stock after selling 2,142 shares during the quarter. Dimensional US Core Equity Market ETF accounts for about 1.5% of Financial Alternatives Inc’s investment portfolio, making the stock its 19th biggest holding. Financial Alternatives Inc’s holdings in Dimensional US Core Equity Market ETF were worth $1,986,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Salem Investment Counselors Inc. lifted its position in shares of Dimensional US Core Equity Market ETF by 74.9% in the first quarter. Salem Investment Counselors Inc. now owns 768 shares of the company’s stock worth $28,000 after purchasing an additional 329 shares in the last quarter. Montag A & Associates Inc. bought a new stake in shares of Dimensional US Core Equity Market ETF in the first quarter worth $37,000. Kings Path Partners LLC bought a new stake in shares of Dimensional US Core Equity Market ETF in the second quarter worth $92,000. Soundmark Wealth Management LLC bought a new stake in shares of Dimensional US Core Equity Market ETF in the first quarter worth $204,000. Finally, Montis Financial LLC bought a new stake in shares of Dimensional US Core Equity Market ETF in the second quarter worth $204,000.

Dimensional US Core Equity Market ETF Stock Up 1.0 %

Shares of DFAU stock opened at $38.14 on Thursday. The company’s fifty day simple moving average is $37.98 and its 200-day simple moving average is $36.87. Dimensional US Core Equity Market ETF has a 12 month low of $28.50 and a 12 month high of $39.16. The firm has a market cap of $5.78 billion, a PE ratio of 22.05 and a beta of 1.02.

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.