Dimensional U.S. Core Equity 2 ETF $DFAC is Discipline Wealth Solutions LLC’s Largest Position

Discipline Wealth Solutions LLC lifted its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 42.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,600,389 shares of the company’s stock after buying an additional 477,461 shares during the quarter. Dimensional U.S. Core Equity 2 ETF makes up 11.7% of Discipline Wealth Solutions LLC’s investment portfolio, making the stock its largest position. Discipline Wealth Solutions LLC owned about 0.16% of Dimensional U.S. Core Equity 2 ETF worth $63,359,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Trust Co. of Vermont purchased a new stake in shares of Dimensional U.S. Core Equity 2 ETF during the third quarter worth about $29,000. Turning Point Benefit Group Inc. purchased a new stake in shares of Dimensional U.S. Core Equity 2 ETF during the third quarter worth about $31,000. Ancora Advisors LLC grew its holdings in shares of 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. Flagship Harbor Advisors LLC purchased a new stake in shares of Dimensional U.S. Core Equity 2 ETF during the fourth quarter worth about $72,000. Finally, Russell Investments Group Ltd. grew its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 3,080.6% during the third quarter. Russell Investments Group Ltd. now owns 2,131 shares of the company’s stock worth $82,000 after buying an additional 2,064 shares in the last quarter.

Dimensional U.S. Core Equity 2 ETF Price Performance

Shares of NYSEARCA DFAC opened at $41.42 on Thursday. The company has a market cap of $43.73 billion, a PE ratio of 20.75 and a beta of 0.99. Dimensional U.S. Core Equity 2 ETF has a 12 month low of $29.87 and a 12 month high of $41.64. The company has a 50-day simple moving average of $40.11 and a 200-day simple moving average of $39.68.

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.