Vestia Personal Wealth Advisors Has $18.05 Million Holdings in Dimensional U.S. Core Equity 2 ETF $DFAC

Vestia Personal Wealth Advisors lifted its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 7.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 453,922 shares of the company’s stock after acquiring an additional 31,182 shares during the quarter. Dimensional U.S. Core Equity 2 ETF accounts for approximately 8.6% of Vestia Personal Wealth Advisors’ investment portfolio, making the stock its 2nd largest holding. Vestia Personal Wealth Advisors’ holdings in Dimensional U.S. Core Equity 2 ETF were worth $18,050,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Mercer Global Advisors Inc. ADV raised its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 8.3% in the third quarter. Mercer Global Advisors Inc. ADV now owns 61,231,926 shares of the company’s stock valued at $2,361,716,000 after acquiring an additional 4,669,622 shares in the last quarter. Focus Partners Wealth increased its holdings in Dimensional U.S. Core Equity 2 ETF by 3.8% during the third quarter. Focus Partners Wealth now owns 42,523,921 shares of the company’s stock valued at $1,640,206,000 after buying an additional 1,553,996 shares during the period. Forum Financial Management LP increased its holdings in Dimensional U.S. Core Equity 2 ETF by 2.6% during the fourth quarter. Forum Financial Management LP now owns 41,068,700 shares of the company’s stock valued at $1,625,910,000 after buying an additional 1,029,990 shares during the period. Apella Capital LLC increased its holdings in Dimensional U.S. Core Equity 2 ETF by 2.9% during the fourth quarter. Apella Capital LLC now owns 13,914,954 shares of the company’s stock valued at $550,893,000 after buying an additional 394,315 shares during the period. Finally, Rockwood Wealth Management LLC increased its holdings in Dimensional U.S. Core Equity 2 ETF by 3.4% during the third quarter. Rockwood Wealth Management LLC now owns 11,022,086 shares of the company’s stock valued at $425,122,000 after buying an additional 359,737 shares during the period.

Dimensional U.S. Core Equity 2 ETF Stock Up 1.3%

Shares of DFAC stock opened at $42.09 on Friday. The firm has a market cap of $43.95 billion, a price-to-earnings ratio of 20.75 and a beta of 0.99. The company’s 50 day moving average is $40.15 and its 200 day moving average is $39.73. Dimensional U.S. Core Equity 2 ETF has a 52-week low of $29.87 and a 52-week high of $42.29.

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.