Dimensional U.S. Core Equity 2 ETF $DFAC Stake Decreased by Heritage Financial Services LLC

Heritage Financial Services LLC lessened its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 1.1% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,621,024 shares of the company’s stock after selling 51,735 shares during the quarter. Dimensional U.S. Core Equity 2 ETF comprises approximately 16.0% of Heritage Financial Services LLC’s holdings, making the stock its 3rd biggest holding. Heritage Financial Services LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $178,233,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Envestnet Asset Management Inc. increased its position in shares of Dimensional U.S. Core Equity 2 ETF by 5.0% in the second quarter. Envestnet Asset Management Inc. now owns 54,829,103 shares of the company’s stock worth $1,965,075,000 after acquiring an additional 2,622,796 shares in the last quarter. Forum Financial Management LP increased its holdings in Dimensional U.S. Core Equity 2 ETF by 2.9% in the 3rd quarter. Forum Financial Management LP now owns 40,038,710 shares of the company’s stock valued at $1,544,293,000 after purchasing an additional 1,142,049 shares in the last quarter. Apella Capital LLC raised its position in Dimensional U.S. Core Equity 2 ETF by 5.8% in the third quarter. Apella Capital LLC now owns 13,520,639 shares of the company’s stock valued at $515,001,000 after purchasing an additional 738,940 shares during the period. Rockwood Wealth Management LLC lifted its stake in shares of 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 worth $425,122,000 after purchasing an additional 359,737 shares in the last quarter. Finally, Plancorp LLC lifted its stake in shares of Dimensional U.S. Core Equity 2 ETF by 1.6% during the second quarter. Plancorp LLC now owns 10,742,511 shares of the company’s stock worth $385,012,000 after purchasing an additional 173,627 shares in the last quarter.

Dimensional U.S. Core Equity 2 ETF Stock Performance

DFAC stock opened at $40.56 on Thursday. The firm has a market cap of $41.30 billion, a P/E ratio of 20.75 and a beta of 1.00. Dimensional U.S. Core Equity 2 ETF has a 1 year low of $28.39 and a 1 year high of $40.94. The stock has a 50-day simple moving average of $39.65 and a 200-day simple moving average of $38.47.

About Dimensional U.S. Core Equity 2 ETF

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.