Cherry Tree Wealth Management LLC Has $243,000 Position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

Cherry Tree Wealth Management LLC lessened its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 28.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,690 shares of the company’s stock after selling 1,884 shares during the period. Cherry Tree Wealth Management LLC’s holdings in Dimensional U.S. Equity ETF were worth $243,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of DFUS. IFG Advisory LLC increased its holdings in shares of Dimensional U.S. Equity ETF by 0.3% in the 4th quarter. IFG Advisory LLC now owns 75,417 shares of the company’s stock valued at $3,909,000 after purchasing an additional 202 shares during the period. AdvisorNet Financial Inc boosted its stake in shares of Dimensional U.S. Equity ETF by 0.4% during the 4th quarter. AdvisorNet Financial Inc now owns 55,981 shares of the company’s stock valued at $2,902,000 after buying an additional 202 shares during the period. CVA Family Office LLC grew its holdings in shares of Dimensional U.S. Equity ETF by 0.5% during the 4th quarter. CVA Family Office LLC now owns 45,363 shares of the company’s stock valued at $2,351,000 after acquiring an additional 204 shares in the last quarter. Sandy Spring Bank increased its stake in shares of Dimensional U.S. Equity ETF by 0.7% in the third quarter. Sandy Spring Bank now owns 35,409 shares of the company’s stock worth $1,648,000 after acquiring an additional 248 shares during the last quarter. Finally, Gemmer Asset Management LLC boosted its position in Dimensional U.S. Equity ETF by 0.3% during the fourth quarter. Gemmer Asset Management LLC now owns 89,152 shares of the company’s stock valued at $4,621,000 after purchasing an additional 257 shares during the last quarter.

Dimensional U.S. Equity ETF Price Performance

DFUS stock remained flat at $56.36 during mid-day trading on Wednesday. The company’s stock had a trading volume of 245,675 shares, compared to its average volume of 306,315. Dimensional U.S. Equity ETF has a 12 month low of $44.24 and a 12 month high of $57.15. The business’s fifty day moving average price is $55.76 and its two-hundred day moving average price is $52.57. The stock has a market cap of $8.99 billion, a PE ratio of 24.29 and a beta of 1.04.

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.