Andrews Lucia Wealth Management LLC Decreases Stock Holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Andrews Lucia Wealth Management LLC lessened its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 1.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 119,956 shares of the company’s stock after selling 1,701 shares during the period. Dimensional US Core Equity Market ETF accounts for 3.2% of Andrews Lucia Wealth Management LLC’s portfolio, making the stock its 8th largest holding. Andrews Lucia Wealth Management LLC’s holdings in Dimensional US Core Equity Market ETF were worth $4,761,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently bought and sold shares of the company. Sequoia Financial Advisors LLC raised its stake in shares of Dimensional US Core Equity Market ETF by 10.1% during the third quarter. Sequoia Financial Advisors LLC now owns 4,822,146 shares of the company’s stock worth $191,391,000 after buying an additional 441,160 shares during the last quarter. Allworth Financial LP grew its holdings in Dimensional US Core Equity Market ETF by 20.7% during the 3rd quarter. Allworth Financial LP now owns 2,877,689 shares of the company’s stock worth $114,215,000 after acquiring an additional 493,911 shares during the period. Kooman & Associates raised its position in shares of Dimensional US Core Equity Market ETF by 3.1% during the 3rd quarter. Kooman & Associates now owns 2,633,281 shares of the company’s stock valued at $104,515,000 after acquiring an additional 79,374 shares during the last quarter. OneDigital Investment Advisors LLC lifted its stake in shares of Dimensional US Core Equity Market ETF by 23.1% in the 3rd quarter. OneDigital Investment Advisors LLC now owns 2,531,792 shares of the company’s stock valued at $100,487,000 after purchasing an additional 475,125 shares during the period. Finally, Spinnaker Investment Group LLC boosted its position in shares of Dimensional US Core Equity Market ETF by 4.5% in the 3rd quarter. Spinnaker Investment Group LLC now owns 2,001,795 shares of the company’s stock worth $79,451,000 after purchasing an additional 86,747 shares during the last quarter.

Dimensional US Core Equity Market ETF Trading Up 0.9 %

NYSEARCA DFAU opened at $41.42 on Friday. Dimensional US Core Equity Market ETF has a 12 month low of $32.82 and a 12 month high of $42.42. The stock has a 50-day simple moving average of $41.32 and a 200 day simple moving average of $39.66. The company has a market capitalization of $6.28 billion, a PE ratio of 22.05 and a beta of 1.02.

Dimensional US Core Equity Market ETF 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.