Lakeshore Financial Planning Inc. Purchases 3,567 Shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Lakeshore Financial Planning Inc. lifted its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 16.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 25,768 shares of the company’s stock after buying an additional 3,567 shares during the quarter. Dimensional U.S. Equity ETF comprises 0.7% of Lakeshore Financial Planning Inc.’s portfolio, making the stock its 18th biggest holding. Lakeshore Financial Planning Inc.’s holdings in Dimensional U.S. Equity ETF were worth $1,643,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. QRG Capital Management Inc. raised its position in Dimensional U.S. Equity ETF by 1.4% during the fourth quarter. QRG Capital Management Inc. now owns 11,469 shares of the company’s stock valued at $731,000 after purchasing an additional 157 shares in the last quarter. Atomi Financial Group Inc. increased its stake in shares of Dimensional U.S. Equity ETF by 3.2% in the fourth quarter. Atomi Financial Group Inc. now owns 5,408 shares of the company’s stock valued at $345,000 after buying an additional 168 shares during the period. Park Avenue Securities LLC increased its stake in shares of Dimensional U.S. Equity ETF by 4.3% in the fourth quarter. Park Avenue Securities LLC now owns 4,547 shares of the company’s stock valued at $290,000 after buying an additional 187 shares during the period. TFB Advisors LLC increased its stake in shares of Dimensional U.S. Equity ETF by 2.1% in the fourth quarter. TFB Advisors LLC now owns 9,022 shares of the company’s stock valued at $575,000 after buying an additional 187 shares during the period. Finally, Capital Square LLC lifted its stake in shares of Dimensional U.S. Equity ETF by 5.7% in the third quarter. Capital Square LLC now owns 3,547 shares of the company’s stock worth $221,000 after acquiring an additional 191 shares during the period.

Dimensional U.S. Equity ETF Price Performance

Shares of Dimensional U.S. Equity ETF stock opened at $61.22 on Friday. Dimensional U.S. Equity ETF has a one year low of $53.72 and a one year high of $66.78. The firm has a market cap of $13.47 billion, a price-to-earnings ratio of 24.20 and a beta of 1.01. The stock’s 50-day moving average is $64.29 and its 200 day moving average is $63.70.

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.