Dimensional U.S. Equity ETF (NYSEARCA:DFUS) is OLIO Financial Planning’s 2nd Largest Position

OLIO Financial Planning increased its stake in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 229.8% in the fourth quarter, Holdings Channel reports. The institutional investor owned 665,186 shares of the company’s stock after acquiring an additional 463,492 shares during the quarter. Dimensional U.S. Equity ETF accounts for about 14.9% of OLIO Financial Planning’s portfolio, making the stock its 2nd largest position. OLIO Financial Planning’s holdings in Dimensional U.S. Equity ETF were worth $42,406,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Jane Street Group LLC increased its holdings in shares of Dimensional U.S. Equity ETF by 9.6% in the 3rd quarter. Jane Street Group LLC now owns 23,577 shares of the company’s stock valued at $1,466,000 after acquiring an additional 2,059 shares during the last quarter. JPMorgan Chase & Co. increased its stake in Dimensional U.S. Equity ETF by 3.6% during the third quarter. JPMorgan Chase & Co. now owns 1,019,006 shares of the company’s stock valued at $63,382,000 after purchasing an additional 35,356 shares during the last quarter. PFG Advisors raised its holdings in shares of Dimensional U.S. Equity ETF by 5.4% during the third quarter. PFG Advisors now owns 146,456 shares of the company’s stock worth $9,110,000 after purchasing an additional 7,530 shares during the period. Sanctuary Advisors LLC bought a new position in shares of Dimensional U.S. Equity ETF in the 2nd quarter worth about $321,000. Finally, Park Avenue Securities LLC boosted its holdings in shares of Dimensional U.S. Equity ETF by 4.3% in the 4th 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.

Dimensional U.S. Equity ETF Stock Down 0.3 %

DFUS opened at $66.33 on Monday. The company’s 50-day moving average price is $65.06 and its 200 day moving average price is $62.48. Dimensional U.S. Equity ETF has a fifty-two week low of $52.49 and a fifty-two week high of $66.59. The firm has a market cap of $10.58 billion, a price-to-earnings ratio of 24.29 and a beta of 1.04.

Dimensional U.S. Equity ETF Company 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.