Helen Stephens Group LLC Sells 13,347 Shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Helen Stephens Group LLC trimmed its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 12.3% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 95,309 shares of the company’s stock after selling 13,347 shares during the quarter. Dimensional US Core Equity Market ETF comprises approximately 1.1% of Helen Stephens Group LLC’s portfolio, making the stock its 19th largest holding. Helen Stephens Group LLC’s holdings in Dimensional US Core Equity Market ETF were worth $3,859,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Envestnet Asset Management Inc. grew its stake in Dimensional US Core Equity Market ETF by 6.4% in the second quarter. Envestnet Asset Management Inc. now owns 449,783 shares of the company’s stock valued at $16,862,000 after acquiring an additional 27,215 shares during the period. Renaissance Technologies LLC acquired a new stake in Dimensional US Core Equity Market ETF in the 2nd quarter valued at $1,012,000. Mercer Global Advisors Inc. ADV increased its stake in Dimensional US Core Equity Market ETF by 2.0% during the 2nd quarter. Mercer Global Advisors Inc. ADV now owns 223,792 shares of the company’s stock valued at $8,390,000 after purchasing an additional 4,392 shares in the last quarter. Brighton Jones LLC increased its stake in Dimensional US Core Equity Market ETF by 7.9% during the 2nd quarter. Brighton Jones LLC now owns 987,828 shares of the company’s stock valued at $37,034,000 after purchasing an additional 72,080 shares in the last quarter. Finally, AE Wealth Management LLC raised its holdings in Dimensional US Core Equity Market ETF by 5.6% during the second quarter. AE Wealth Management LLC now owns 1,689,309 shares of the company’s stock worth $63,332,000 after buying an additional 89,810 shares during the last quarter.

Dimensional US Core Equity Market ETF Price Performance

Shares of NYSEARCA DFAU opened at $41.42 on Friday. The company has a 50-day moving average price of $41.32 and a 200-day moving average price of $39.66. The stock has a market capitalization of $6.28 billion, a P/E ratio of 22.05 and a beta of 1.02. Dimensional US Core Equity Market ETF has a 1 year low of $32.82 and a 1 year high of $42.42.

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.