Dimensional U.S. Core Equity 2 ETF $DFAC Stock: Wealth Advisors Northwest LLC Raises Holdings

by · The Markets Daily

Wealth Advisors Northwest LLC grew its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 1.5% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,608,307 shares of the company’s stock after purchasing an additional 23,364 shares during the quarter. Dimensional U.S. Core Equity 2 ETF makes up about 23.9% of Wealth Advisors Northwest LLC’s portfolio, making the stock its largest position. Wealth Advisors Northwest LLC owned 0.15% of Dimensional U.S. Core Equity 2 ETF worth $71,489,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. Forum Financial Management LP raised its stake in Dimensional U.S. Core Equity 2 ETF by 0.6% during the third quarter. Forum Financial Management LP now owns 42,841,242 shares of the company’s stock worth $1,904,293,000 after buying an additional 246,701 shares during the last quarter. Apella Capital LLC lifted its holdings in Dimensional U.S. Core Equity 2 ETF by 6.6% in the third quarter. Apella Capital LLC now owns 17,175,406 shares of the company’s stock valued at $775,985,000 after buying an additional 1,064,750 shares during the period. Envestnet Asset Management Inc. lifted its holdings in Dimensional U.S. Core Equity 2 ETF by 4.2% in the second quarter. Envestnet Asset Management Inc. now owns 13,812,388 shares of the company’s stock valued at $612,718,000 after buying an additional 552,680 shares during the period. Rockwood Wealth Management LLC boosted its position in Dimensional U.S. Core Equity 2 ETF by 4.1% during the first quarter. Rockwood Wealth Management LLC now owns 12,077,663 shares of the company’s stock valued at $469,338,000 after acquiring an additional 478,929 shares during the last quarter. Finally, Monograph Wealth Advisors LLC boosted its position in Dimensional U.S. Core Equity 2 ETF by 2.2% during the first quarter. Monograph Wealth Advisors LLC now owns 6,838,156 shares of the company’s stock valued at $265,731,000 after acquiring an additional 148,780 shares during the last quarter.

Dimensional U.S. Core Equity 2 ETF Trading Down 1.3%

Shares of DFAC opened at $44.89 on Friday. The firm’s fifty day simple moving average is $45.14 and its two-hundred day simple moving average is $43.08. Dimensional U.S. Core Equity 2 ETF has a 12 month low of $37.47 and a 12 month high of $46.35. The stock has a market capitalization of $49.20 billion, a P/E ratio of 20.75 and a beta of 0.98.

Dimensional U.S. Core Equity 2 ETF Profile

(Free Report)

The Dimensional U.S. Core Equity 2 ETF (DFAC) is an exchange-traded fund that mostly invests in total market equity. The fund actively selects US equities of all sizes with a tilt toward small-cap companies, seeking to provide long-term capital appreciation. DFAC was launched on Oct 4, 2007 and is managed by Dimensional.

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