Bay Harbor Wealth Management LLC Has $20.80 Million Stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

Bay Harbor Wealth Management LLC lifted its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 19.5% in the third quarter, Holdings Channel reports. The firm owned 524,078 shares of the company’s stock after buying an additional 85,688 shares during the period. Dimensional US Core Equity Market ETF accounts for 6.8% of Bay Harbor Wealth Management LLC’s investment portfolio, making the stock its 3rd largest holding. Bay Harbor Wealth Management LLC’s holdings in Dimensional US Core Equity Market ETF were worth $20,801,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Kooman & Associates lifted its stake in Dimensional US Core Equity Market ETF by 3.1% in the third quarter. Kooman & Associates now owns 2,633,281 shares of the company’s stock worth $104,515,000 after acquiring an additional 79,374 shares during the period. Wealth Enhancement Advisory Services LLC raised its holdings in shares of Dimensional US Core Equity Market ETF by 2.7% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 860,439 shares of the company’s stock valued at $34,151,000 after purchasing an additional 22,366 shares in the last quarter. Allworth Financial LP lifted its position in shares of Dimensional US Core Equity Market ETF by 20.7% in the 3rd quarter. Allworth Financial LP now owns 2,877,689 shares of the company’s stock worth $114,215,000 after purchasing an additional 493,911 shares during the period. Joel Isaacson & Co. LLC bought a new position in shares of Dimensional US Core Equity Market ETF during the third quarter valued at approximately $265,000. Finally, Strategic Investment Solutions Inc. IL increased its holdings in Dimensional US Core Equity Market ETF by 7.5% during the third quarter. Strategic Investment Solutions Inc. IL now owns 197,103 shares of the company’s stock valued at $7,824,000 after buying an additional 13,688 shares during the period.

Dimensional US Core Equity Market ETF Stock Down 0.0 %

Shares of NYSEARCA:DFAU opened at $39.99 on Friday. The company has a market capitalization of $6.06 billion, a price-to-earnings ratio of 22.05 and a beta of 1.02. The firm has a 50 day moving average of $39.18 and a 200 day moving average of $37.70. Dimensional US Core Equity Market ETF has a 52 week low of $28.50 and a 52 week high of $40.57.

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.