Waterfront Wealth Inc. Raises Holdings in Dimensional U.S. Core Equity 2 ETF $DFAC

Waterfront Wealth Inc. raised its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 3.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 291,758 shares of the company’s stock after acquiring an additional 9,990 shares during the quarter. Dimensional U.S. Core Equity 2 ETF comprises 2.3% of Waterfront Wealth Inc.’s investment portfolio, making the stock its 2nd biggest holding. Waterfront Wealth Inc.’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $10,457,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Aveo Capital Partners LLC boosted its position in Dimensional U.S. Core Equity 2 ETF by 26.2% during the first quarter. Aveo Capital Partners LLC now owns 258,593 shares of the company’s stock valued at $8,482,000 after acquiring an additional 53,662 shares during the last quarter. Focus Partners Wealth boosted its position in shares of Dimensional U.S. Core Equity 2 ETF by 6.5% during the 1st quarter. Focus Partners Wealth now owns 40,316,550 shares of the company’s stock worth $1,330,043,000 after purchasing an additional 2,458,453 shares in the last quarter. True North Advisors LLC bought a new position in shares of Dimensional U.S. Core Equity 2 ETF during the 1st quarter worth about $2,636,000. Sax Wealth Advisors LLC boosted its position in shares of Dimensional U.S. Core Equity 2 ETF by 9.3% during the 2nd quarter. Sax Wealth Advisors LLC now owns 2,121,805 shares of the company’s stock worth $76,045,000 after purchasing an additional 181,408 shares in the last quarter. Finally, Symmetry Partners LLC boosted its position in shares of Dimensional U.S. Core Equity 2 ETF by 6.7% during the 2nd quarter. Symmetry Partners LLC now owns 3,901,103 shares of the company’s stock worth $139,816,000 after purchasing an additional 243,357 shares in the last quarter.

Dimensional U.S. Core Equity 2 ETF Price Performance

DFAC stock opened at $39.38 on Wednesday. The stock has a market capitalization of $39.41 billion, a PE ratio of 20.75 and a beta of 1.00. The company’s 50-day moving average is $38.29 and its 200-day moving average is $36.04. Dimensional U.S. Core Equity 2 ETF has a 1 year low of $28.39 and a 1 year high of $39.49.

Dimensional U.S. Core Equity 2 ETF 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.