4,752,478 Shares of Dimensional U.S. Core Equity 2 ETF $DFAC Bought by Modera Wealth Management LLC

Modera Wealth Management LLC bought a new position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) in the third quarter, according to the company in its most recent filing with the SEC. The firm bought 4,752,478 shares of the company’s stock, valued at approximately $211,248,000. Dimensional U.S. Core Equity 2 ETF makes up approximately 2.2% of Modera Wealth Management LLC’s investment portfolio, making the stock its 9th biggest position. Modera Wealth Management LLC owned approximately 0.43% of Dimensional U.S. Core Equity 2 ETF at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the company. Forum Financial Management LP grew its stake in Dimensional U.S. Core Equity 2 ETF by 0.6% during the third quarter. Forum Financial Management LP now owns 42,841,242 shares of the company’s stock worth $1,904,293,000 after buying an additional 246,701 shares during the last quarter. Apella Capital LLC grew its position in Dimensional U.S. Core Equity 2 ETF by 6.6% during the 3rd quarter. Apella Capital LLC now owns 17,175,406 shares of the company’s stock worth $775,985,000 after acquiring an additional 1,064,750 shares during the last quarter. Envestnet Asset Management Inc. increased its holdings in Dimensional U.S. Core Equity 2 ETF by 4.2% during the 2nd quarter. Envestnet Asset Management Inc. now owns 13,812,388 shares of the company’s stock valued at $612,718,000 after purchasing an additional 552,680 shares in the last quarter. Rockwood Wealth Management LLC increased its holdings in Dimensional U.S. Core Equity 2 ETF by 4.1% during the 1st quarter. Rockwood Wealth Management LLC now owns 12,077,663 shares of the company’s stock valued at $469,338,000 after purchasing an additional 478,929 shares in the last quarter. Finally, Monograph Wealth Advisors LLC raised its position in Dimensional U.S. Core Equity 2 ETF by 2.2% in the 1st quarter. Monograph Wealth Advisors LLC now owns 6,838,156 shares of the company’s stock valued at $265,731,000 after purchasing an additional 148,780 shares during the last quarter.

Dimensional U.S. Core Equity 2 ETF Stock Performance

Shares of DFAC opened at $44.89 on Friday. The company has a market cap of $49.19 billion, a price-to-earnings ratio of 20.75 and a beta of 0.98. The stock has a fifty day moving average price of $45.14 and a two-hundred day moving average price of $43.08. Dimensional U.S. Core Equity 2 ETF has a 52-week low of $37.47 and a 52-week high of $46.35.

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.