Dimensional U.S. Core Equity 2 ETF $DFAC Position Increased by Keudell Morrison Wealth Management

Keudell Morrison Wealth Management grew its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 26.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 437,749 shares of the company’s stock after acquiring an additional 90,223 shares during the period. Dimensional U.S. Core Equity 2 ETF comprises 3.5% of Keudell Morrison Wealth Management’s portfolio, making the stock its 6th largest holding. Keudell Morrison Wealth Management’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $15,689,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in DFAC. City State Bank boosted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 48.3% in the first quarter. City State Bank now owns 74,631 shares of the company’s stock valued at $2,462,000 after acquiring an additional 24,303 shares in the last quarter. Strategent Financial LLC boosted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 2.4% in the first quarter. Strategent Financial LLC now owns 67,826 shares of the company’s stock valued at $2,238,000 after acquiring an additional 1,570 shares in the last quarter. Rockwood Wealth Management LLC boosted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 4.6% in the first quarter. Rockwood Wealth Management LLC now owns 10,165,107 shares of the company’s stock valued at $335,347,000 after acquiring an additional 446,720 shares in the last quarter. Park Avenue Securities LLC boosted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 10.3% in the first quarter. Park Avenue Securities LLC now owns 2,814,004 shares of the company’s stock valued at $92,834,000 after acquiring an additional 263,582 shares in the last quarter. Finally, Capital Investment Advisors LLC purchased a new stake in shares of Dimensional U.S. Core Equity 2 ETF in the first quarter valued at about $363,000.

Dimensional U.S. Core Equity 2 ETF Stock Up 0.2%

Shares of NYSEARCA:DFAC opened at $38.80 on Friday. The company has a market cap of $38.57 billion, a price-to-earnings ratio of 20.75 and a beta of 0.96. The firm’s 50-day simple moving average is $37.71 and its 200-day simple moving average is $35.24. Dimensional U.S. Core Equity 2 ETF has a fifty-two week low of $28.39 and a fifty-two week high of $39.01.

Dimensional U.S. Core Equity 2 ETF Profile

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.