Dimensional U.S. Equity ETF (NYSEARCA:DFUS) is CarsonAllaria Wealth Management Ltd.’s 2nd Largest Position

CarsonAllaria Wealth Management Ltd. increased its position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 4.4% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 256,967 shares of the company’s stock after purchasing an additional 10,790 shares during the period. Dimensional U.S. Equity ETF comprises about 9.5% of CarsonAllaria Wealth Management Ltd.’s investment portfolio, making the stock its 2nd biggest holding. CarsonAllaria Wealth Management Ltd. owned 0.18% of Dimensional U.S. Equity ETF worth $13,319,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Accel Wealth Management boosted its position in Dimensional U.S. Equity ETF by 6.6% during the fourth quarter. Accel Wealth Management now owns 4,678 shares of the company’s stock valued at $242,000 after purchasing an additional 290 shares during the last quarter. Atlantic Union Bankshares Corp acquired a new stake in shares of Dimensional U.S. Equity ETF during the 4th quarter valued at about $1,040,000. Capital Performance Advisors LLP grew its stake in shares of Dimensional U.S. Equity ETF by 8.4% in the 4th quarter. Capital Performance Advisors LLP now owns 157,032 shares of the company’s stock valued at $8,139,000 after buying an additional 12,115 shares in the last quarter. AdvisorNet Financial Inc increased its holdings in Dimensional U.S. Equity ETF by 0.4% in the fourth quarter. AdvisorNet Financial Inc now owns 55,981 shares of the company’s stock worth $2,902,000 after buying an additional 202 shares during the last quarter. Finally, OLIO Financial Planning raised its position in Dimensional U.S. Equity ETF by 21.3% during the fourth quarter. OLIO Financial Planning now owns 204,836 shares of the company’s stock valued at $10,651,000 after acquiring an additional 35,913 shares in the last quarter.

Dimensional U.S. Equity ETF Price Performance

Shares of DFUS stock traded down $0.12 on Thursday, hitting $57.57. The company’s stock had a trading volume of 203,614 shares, compared to its average volume of 305,041. The stock has a market capitalization of $9.18 billion, a price-to-earnings ratio of 24.29 and a beta of 1.04. Dimensional U.S. Equity ETF has a fifty-two week low of $44.39 and a fifty-two week high of $57.83. The firm’s fifty day moving average price is $55.93 and its 200-day moving average price is $53.01.

Dimensional U.S. Equity ETF Profile

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.