Summit Wealth Group LLC Sells 66,009 Shares of Dimensional U.S. Core Equity 2 ETF $DFAC

Summit Wealth Group LLC trimmed its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 13.1% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 439,082 shares of the company’s stock after selling 66,009 shares during the quarter. Dimensional U.S. Core Equity 2 ETF comprises about 4.0% of Summit Wealth Group LLC’s portfolio, making the stock its 5th biggest position. Summit Wealth Group LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $15,737,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in DFAC. Atlantic Union Bankshares Corp acquired a new position in Dimensional U.S. Core Equity 2 ETF in the second quarter valued at approximately $210,000. Financial Alternatives Inc lifted its stake in Dimensional U.S. Core Equity 2 ETF by 0.8% in the second quarter. Financial Alternatives Inc now owns 620,023 shares of the company’s stock valued at $22,222,000 after buying an additional 4,830 shares during the period. Moors & Cabot Inc. lifted its position in shares of Dimensional U.S. Core Equity 2 ETF by 2.1% during the 2nd quarter. Moors & Cabot Inc. now owns 16,216 shares of the company’s stock valued at $581,000 after acquiring an additional 335 shares during the period. Beckerman Institutional LLC lifted its position in shares of Dimensional U.S. Core Equity 2 ETF by 10.3% during the 2nd quarter. Beckerman Institutional LLC now owns 118,989 shares of the company’s stock valued at $4,265,000 after acquiring an additional 11,149 shares during the period. Finally, Integrity Wealth Solutions LLC lifted its position in shares of Dimensional U.S. Core Equity 2 ETF by 0.3% during the 2nd quarter. Integrity Wealth Solutions LLC now owns 150,469 shares of the company’s stock valued at $5,393,000 after acquiring an additional 446 shares during the period.

Dimensional U.S. Core Equity 2 ETF Stock Up 0.6%

Dimensional U.S. Core Equity 2 ETF stock opened at $38.84 on Thursday. The firm’s fifty day moving average is $38.46 and its 200 day moving average is $36.37. Dimensional U.S. Core Equity 2 ETF has a 12-month low of $28.39 and a 12-month high of $39.51. The company has a market capitalization of $38.91 billion, a PE ratio of 20.75 and a beta of 1.00.

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.