Jackson Thornton Wealth Management LLC Has $27.11 Million Position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Jackson Thornton Wealth Management LLC lifted its position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 3.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 425,320 shares of the company’s stock after acquiring an additional 13,848 shares during the quarter. Dimensional U.S. Equity ETF makes up approximately 3.4% of Jackson Thornton Wealth Management LLC’s portfolio, making the stock its 8th largest position. Jackson Thornton Wealth Management LLC’s holdings in Dimensional U.S. Equity ETF were worth $27,114,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in DFUS. Raymond James Trust N.A. grew its stake in shares of Dimensional U.S. Equity ETF by 11.7% in the 3rd quarter. Raymond James Trust N.A. now owns 7,850 shares of the company’s stock worth $488,000 after acquiring an additional 821 shares in the last quarter. Cerity Partners LLC grew its stake in shares of Dimensional U.S. Equity ETF by 3.2% in the 3rd quarter. Cerity Partners LLC now owns 607,878 shares of the company’s stock worth $37,810,000 after acquiring an additional 19,076 shares in the last quarter. Truvestments Capital LLC bought a new stake in shares of Dimensional U.S. Equity ETF in the 3rd quarter worth $114,000. Capital Square LLC grew its stake in shares of Dimensional U.S. Equity ETF by 5.7% in the 3rd quarter. Capital Square LLC now owns 3,547 shares of the company’s stock worth $221,000 after acquiring an additional 191 shares in the last quarter. Finally, Elios Financial Group Inc. bought a new stake in shares of Dimensional U.S. Equity ETF in the 3rd quarter worth $248,000.

Dimensional U.S. Equity ETF Price Performance

NYSEARCA DFUS opened at $61.27 on Monday. Dimensional U.S. Equity ETF has a 1 year low of $53.72 and a 1 year high of $66.78. The firm has a market cap of $13.48 billion, a price-to-earnings ratio of 24.20 and a beta of 1.01. The company has a fifty day moving average price of $64.25 and a 200-day moving average price of $63.76.

About Dimensional U.S. Equity ETF

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.