Dimensional U.S. Core Equity 2 ETF $DFAC Holdings Lifted by Forum Financial Management LP

Forum Financial Management LP increased its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 2.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 41,068,700 shares of the company’s stock after purchasing an additional 1,029,990 shares during the period. Dimensional U.S. Core Equity 2 ETF accounts for 21.2% of Forum Financial Management LP’s holdings, making the stock its biggest holding. Forum Financial Management LP owned 4.03% of Dimensional U.S. Core Equity 2 ETF worth $1,625,910,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. McGlone Suttner Wealth Management Inc. increased its stake in Dimensional U.S. Core Equity 2 ETF by 1.2% in the 3rd quarter. McGlone Suttner Wealth Management Inc. now owns 3,709,551 shares of the company’s stock worth $143,077,000 after acquiring an additional 44,925 shares during the last quarter. Essential Planning LLC. increased its stake in Dimensional U.S. Core Equity 2 ETF by 38.5% in the 3rd quarter. Essential Planning LLC. now owns 154,359 shares of the company’s stock worth $5,954,000 after acquiring an additional 42,933 shares during the last quarter. American Capital Advisory LLC increased its stake in Dimensional U.S. Core Equity 2 ETF by 2.7% in the 3rd quarter. American Capital Advisory LLC now owns 718,911 shares of the company’s stock worth $27,728,000 after acquiring an additional 18,769 shares during the last quarter. Betterment LLC increased its stake in Dimensional U.S. Core Equity 2 ETF by 6.9% in the 3rd quarter. Betterment LLC now owns 3,166,372 shares of the company’s stock worth $122,127,000 after acquiring an additional 205,012 shares during the last quarter. Finally, Chapman Financial Group LLC bought a new stake in Dimensional U.S. Core Equity 2 ETF in the 3rd quarter worth approximately $624,000.

Dimensional U.S. Core Equity 2 ETF Price Performance

NYSEARCA:DFAC opened at $42.09 on Friday. The company has a market cap of $43.95 billion, a price-to-earnings ratio of 20.75 and a beta of 0.99. The stock’s 50 day simple moving average is $40.15 and its two-hundred day simple moving average is $39.73. Dimensional U.S. Core Equity 2 ETF has a 1 year low of $29.87 and a 1 year high of $42.29.

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.