Forteris Wealth Management Inc. Takes Position in Dimensional US Core Equity Market ETF $DFAU

Forteris Wealth Management Inc. acquired a new stake in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 160,762 shares of the company’s stock, valued at approximately $7,524,000. Dimensional US Core Equity Market ETF comprises approximately 7.4% of Forteris Wealth Management Inc.’s investment portfolio, making the stock its biggest position.

Other institutional investors have also recently modified their holdings of the company. Tradewinds Capital Management LLC bought a new position in shares of Dimensional US Core Equity Market ETF during the 4th quarter valued at about $38,000. SJS Investment Consulting Inc. bought a new position in Dimensional US Core Equity Market ETF during the 3rd quarter worth approximately $55,000. Salomon & Ludwin LLC bought a new position in Dimensional US Core Equity Market ETF during the 3rd quarter worth approximately $139,000. Qube Research & Technologies Ltd grew its position in Dimensional US Core Equity Market ETF by 93.1% during the 3rd quarter. Qube Research & Technologies Ltd now owns 3,392 shares of the company’s stock worth $155,000 after acquiring an additional 1,635 shares during the last quarter. Finally, Beacon Financial Strategies CORP bought a new position in Dimensional US Core Equity Market ETF during the 4th quarter worth approximately $182,000.

Dimensional US Core Equity Market ETF Price Performance

DFAU opened at $48.48 on Friday. The stock’s 50 day simple moving average is $46.68 and its 200 day simple moving average is $46.69. Dimensional US Core Equity Market ETF has a 1 year low of $34.89 and a 1 year high of $48.58. The firm has a market cap of $11.05 billion, a price-to-earnings ratio of 23.25 and a beta of 1.00.

About Dimensional US Core Equity Market ETF

(Free Report)

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.

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