Heritage Wealth Management Inc. CA decreased its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 7.6% during the second quarter, Holdings Channel.com reports. The fund owned 134,341 shares of the company’s stock after selling 11,121 shares during the period. Dimensional U.S. Core Equity 2 ETF accounts for approximately 3.2% of Heritage Wealth Management Inc. CA’s holdings, making the stock its 8th biggest holding. Heritage Wealth Management Inc. CA’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $4,815,000 at the end of the most recent quarter.
A number of other large investors have also modified their holdings of the business. Mowery & Schoenfeld Wealth Management LLC grew its stake in shares of Dimensional U.S. Core Equity 2 ETF by 2.8% during the second quarter. Mowery & Schoenfeld Wealth Management LLC now owns 101,145 shares of the company’s stock worth $3,625,000 after acquiring an additional 2,778 shares during the last quarter. Envestnet Portfolio Solutions Inc. grew its stake in shares of Dimensional U.S. Core Equity 2 ETF by 1.2% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 43,734 shares of the company’s stock worth $1,567,000 after acquiring an additional 505 shares during the last quarter. Wealth Architects LLC grew its stake in shares of Dimensional U.S. Core Equity 2 ETF by 4.6% during the second quarter. Wealth Architects LLC now owns 140,800 shares of the company’s stock worth $5,046,000 after acquiring an additional 6,180 shares during the last quarter. Concord Asset Management LLC VA purchased a new stake in Dimensional U.S. Core Equity 2 ETF in the second quarter valued at approximately $3,016,000. Finally, Total Clarity Wealth Management Inc. boosted its position in Dimensional U.S. Core Equity 2 ETF by 6.6% in the second quarter. Total Clarity Wealth Management Inc. now owns 100,579 shares of the company’s stock valued at $3,605,000 after buying an additional 6,206 shares during the last quarter.
Dimensional U.S. Core Equity 2 ETF Stock Up 0.4%
Shares of NYSEARCA DFAC opened at $38.33 on Wednesday. The business’s 50 day moving average price is $37.97 and its 200 day moving average price is $35.48. The firm has a market cap of $38.13 billion, a P/E ratio of 20.75 and a beta of 0.96. Dimensional U.S. Core Equity 2 ETF has a 52 week low of $28.39 and a 52 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.
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