Bay Harbor Wealth Management LLC Has $23.51 Million Stock Holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Bay Harbor Wealth Management LLC lifted its holdings in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 10.8% during the fourth quarter, HoldingsChannel reports. The firm owned 580,739 shares of the company’s stock after acquiring an additional 56,661 shares during the quarter. Dimensional US Core Equity Market ETF comprises 7.6% of Bay Harbor Wealth Management LLC’s holdings, making the stock its 3rd largest holding. Bay Harbor Wealth Management LLC’s holdings in Dimensional US Core Equity Market ETF were worth $23,514,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of DFAU. Sanctuary Wealth Management L.L.C. increased its holdings in Dimensional US Core Equity Market ETF by 0.9% during the 3rd quarter. Sanctuary Wealth Management L.L.C. now owns 27,962 shares of the company’s stock worth $1,110,000 after purchasing an additional 260 shares in the last quarter. Investment Advisory Group LLC grew its holdings in shares of Dimensional US Core Equity Market ETF by 1.4% during the fourth quarter. Investment Advisory Group LLC now owns 21,851 shares of the company’s stock worth $885,000 after buying an additional 298 shares in the last quarter. Exeter Financial LLC raised its position in Dimensional US Core Equity Market ETF by 0.4% in the 4th quarter. Exeter Financial LLC now owns 75,604 shares of the company’s stock valued at $3,061,000 after buying an additional 304 shares during the last quarter. Fiduciary Financial Group LLC grew its stake in shares of Dimensional US Core Equity Market ETF by 1.3% during the 4th quarter. Fiduciary Financial Group LLC now owns 29,194 shares of the company’s stock worth $1,172,000 after acquiring an additional 361 shares in the last quarter. Finally, Builder Investment Group Inc. ADV boosted its holdings in Dimensional US Core Equity Market ETF by 7.2% during the third quarter. Builder Investment Group Inc. ADV now owns 7,347 shares of the company’s stock worth $292,000 after purchasing an additional 493 shares during the last quarter.

Dimensional US Core Equity Market ETF Stock Performance

DFAU opened at $41.39 on Tuesday. The firm has a market capitalization of $6.28 billion, a PE ratio of 22.05 and a beta of 1.02. The business’s 50-day simple moving average is $41.42 and its 200 day simple moving average is $39.95. Dimensional US Core Equity Market ETF has a 52-week low of $33.94 and a 52-week high of $42.42.

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.