Keudell Morrison Wealth Management Grows Position in Dimensional U.S. Core Equity 2 ETF $DFAC

Keudell Morrison Wealth Management boosted its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 54.4% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 698,277 shares of the company’s stock after purchasing an additional 246,152 shares during the quarter. Dimensional U.S. Core Equity 2 ETF accounts for about 5.5% of Keudell Morrison Wealth Management’s portfolio, making the stock its 3rd largest holding. Keudell Morrison Wealth Management’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $27,135,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of DFAC. Turning Point Benefit Group Inc. bought a new position in shares of Dimensional U.S. Core Equity 2 ETF during the third quarter worth approximately $31,000. Measured Wealth Private Client Group LLC bought a new stake in shares of Dimensional U.S. Core Equity 2 ETF in the fourth quarter valued at approximately $32,000. Quattro Advisors LLC bought a new stake in shares of Dimensional U.S. Core Equity 2 ETF in the fourth quarter valued at approximately $34,000. 1620 Investment Advisors Inc. bought a new stake in shares of Dimensional U.S. Core Equity 2 ETF in the fourth quarter valued at approximately $41,000. Finally, Ancora Advisors LLC grew its position in Dimensional U.S. Core Equity 2 ETF by 30.7% during the third quarter. Ancora Advisors LLC now owns 1,401 shares of the company’s stock worth $54,000 after buying an additional 329 shares in the last quarter.

Dimensional U.S. Core Equity 2 ETF Price Performance

Dimensional U.S. Core Equity 2 ETF stock opened at $43.62 on Wednesday. The stock’s fifty day moving average price is $43.15 and its two-hundred day moving average price is $41.19. Dimensional U.S. Core Equity 2 ETF has a one year low of $35.05 and a one year high of $44.71. The firm has a market cap of $45.74 billion, a PE ratio of 20.75 and a beta of 0.98.

Dimensional U.S. Core Equity 2 ETF Company 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.