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

Discipline Wealth Solutions LLC boosted its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 42.5% in the fourth quarter, Holdings Channel.com reports. The firm owned 1,600,389 shares of the company’s stock after acquiring an additional 477,461 shares during the quarter. Dimensional U.S. Core Equity 2 ETF comprises about 11.7% of Discipline Wealth Solutions LLC’s portfolio, making the stock its largest position. Discipline Wealth Solutions LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $63,359,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the stock. Kestra Private Wealth Services LLC grew its holdings in Dimensional U.S. Core Equity 2 ETF by 0.6% in the third quarter. Kestra Private Wealth Services LLC now owns 49,741 shares of the company’s stock valued at $1,918,000 after purchasing an additional 281 shares during the period. Guardian Asset Advisors LLC grew its holdings in Dimensional U.S. Core Equity 2 ETF by 4.1% in the third quarter. Guardian Asset Advisors LLC now owns 7,435 shares of the company’s stock valued at $287,000 after purchasing an additional 292 shares during the period. Legacy Wealth Management Inc grew its holdings in Dimensional U.S. Core Equity 2 ETF by 5.1% in the fourth quarter. Legacy Wealth Management Inc now owns 6,256 shares of the company’s stock valued at $248,000 after purchasing an additional 305 shares during the period. Ancora Advisors LLC grew its holdings in Dimensional U.S. Core Equity 2 ETF by 30.7% in the third quarter. Ancora Advisors LLC now owns 1,401 shares of the company’s stock valued at $54,000 after purchasing an additional 329 shares during the period. Finally, Meredith Wealth Planning grew its holdings in Dimensional U.S. Core Equity 2 ETF by 1.4% in the third quarter. Meredith Wealth Planning now owns 23,912 shares of the company’s stock valued at $922,000 after purchasing an additional 332 shares during the period.

Dimensional U.S. Core Equity 2 ETF Stock Performance

Dimensional U.S. Core Equity 2 ETF stock opened at $41.42 on Thursday. Dimensional U.S. Core Equity 2 ETF has a 1 year low of $29.87 and a 1 year high of $41.64. The firm has a 50 day moving average price of $40.11 and a 200 day moving average price of $39.68. The company has a market cap of $43.73 billion, a price-to-earnings ratio of 20.75 and a beta of 0.99.

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.