WMS Partners LLC Has $8.42 Million Holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)

WMS Partners LLC lessened its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 10.9% in the first quarter, Holdings Channel reports. The firm owned 292,643 shares of the company’s stock after selling 35,931 shares during the quarter. Dimensional US Core Equity Market ETF accounts for about 0.7% of WMS Partners LLC’s investment portfolio, making the stock its 29th largest position. WMS Partners LLC’s holdings in Dimensional US Core Equity Market ETF were worth $8,419,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Bank of Montreal Can raised its stake in Dimensional US Core Equity Market ETF by 85.8% during the fourth quarter. Bank of Montreal Can now owns 1,561 shares of the company’s stock worth $44,000 after acquiring an additional 721 shares in the last quarter. CWM LLC raised its stake in Dimensional US Core Equity Market ETF by 177.2% during the first quarter. CWM LLC now owns 1,957 shares of the company’s stock worth $56,000 after acquiring an additional 1,251 shares in the last quarter. Bromfield Sneider Wealth Advisors acquired a new position in Dimensional US Core Equity Market ETF during the first quarter worth about $88,000. Ameritas Advisory Services LLC acquired a new position in Dimensional US Core Equity Market ETF during the first quarter worth about $108,000. Finally, True Wealth Design LLC acquired a new position in Dimensional US Core Equity Market ETF during the fourth quarter worth about $124,000.

Dimensional US Core Equity Market ETF Trading Down 0.5 %

NYSEARCA DFAU traded down $0.16 during trading on Tuesday, hitting $31.46. 161,488 shares of the company’s stock were exchanged, compared to its average volume of 463,322. The company has a market cap of $3.88 billion, a PE ratio of 16.41 and a beta of 0.98. The stock’s 50 day moving average price is $31.26 and its two-hundred day moving average price is $29.70. Dimensional US Core Equity Market ETF has a fifty-two week low of $24.62 and a fifty-two week high of $32.15.

About Dimensional US Core Equity Market ETF

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.