Stone Summit Wealth LLC Decreases Holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Stone Summit Wealth LLC lowered its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 1.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 122,778 shares of the company’s stock after selling 1,239 shares during the quarter. Dimensional U.S. Core Equity 2 ETF makes up approximately 1.4% of Stone Summit Wealth LLC’s portfolio, making the stock its 21st biggest position. Stone Summit Wealth LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $4,247,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of DFAC. Continuum Advisory LLC boosted its stake in shares of Dimensional U.S. Core Equity 2 ETF by 7.1% in the 3rd quarter. Continuum Advisory LLC now owns 4,605 shares of the company’s stock valued at $164,000 after purchasing an additional 304 shares in the last quarter. Von Berge Wealth Management Group LLC boosted its position in Dimensional U.S. Core Equity 2 ETF by 4.0% during the third quarter. Von Berge Wealth Management Group LLC now owns 9,007 shares of the company’s stock valued at $322,000 after buying an additional 350 shares during the period. KPP Advisory Services LLC grew its stake in shares of Dimensional U.S. Core Equity 2 ETF by 2.1% during the fourth quarter. KPP Advisory Services LLC now owns 20,566 shares of the company’s stock valued at $711,000 after buying an additional 427 shares during the last quarter. Annapolis Financial Services LLC increased its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 1.2% in the third quarter. Annapolis Financial Services LLC now owns 39,236 shares of the company’s stock worth $1,345,000 after buying an additional 460 shares during the period. Finally, BWM Planning LLC lifted its stake in shares of Dimensional U.S. Core Equity 2 ETF by 4.9% in the 4th quarter. BWM Planning LLC now owns 9,900 shares of the company’s stock valued at $342,000 after acquiring an additional 460 shares during the last quarter.

Dimensional U.S. Core Equity 2 ETF Price Performance

Shares of DFAC stock opened at $35.57 on Monday. The business has a 50-day moving average of $35.45 and a 200 day moving average of $34.53. The stock has a market capitalization of $30.83 billion, a PE ratio of 19.03 and a beta of 1.00. Dimensional U.S. Core Equity 2 ETF has a 1-year low of $29.57 and a 1-year high of $36.66.

About Dimensional U.S. Core Equity 2 ETF

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.