Dimensional U.S. Core Equity 2 ETF $DFAC is Grunden Financial Advisory Inc.’s Largest Position

Grunden Financial Advisory Inc. lifted its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 3.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 1,415,438 shares of the company’s stock after purchasing an additional 45,044 shares during the period. Dimensional U.S. Core Equity 2 ETF comprises about 22.2% of Grunden Financial Advisory Inc.’s investment portfolio, making the stock its biggest position. Grunden Financial Advisory Inc. owned 0.14% of Dimensional U.S. Core Equity 2 ETF worth $54,593,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Janney Montgomery Scott LLC increased its stake in Dimensional U.S. Core Equity 2 ETF by 3.8% in the 2nd quarter. Janney Montgomery Scott LLC now owns 15,569 shares of the company’s stock worth $558,000 after purchasing an additional 576 shares during the period. Capital Investment Advisors LLC grew its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 2.7% in the second quarter. Capital Investment Advisors LLC now owns 11,304 shares of the company’s stock worth $405,000 after purchasing an additional 301 shares during the last quarter. Truist Financial Corp increased its stake in shares of Dimensional U.S. Core Equity 2 ETF by 0.5% in the second quarter. Truist Financial Corp now owns 858,629 shares of the company’s stock worth $30,773,000 after buying an additional 4,212 shares during the period. B.O.S.S. Retirement Advisors LLC bought a new stake in Dimensional U.S. Core Equity 2 ETF during the 2nd quarter valued at $239,000. Finally, Triad Wealth Partners LLC boosted its position in Dimensional U.S. Core Equity 2 ETF by 242.7% during the 2nd quarter. Triad Wealth Partners LLC now owns 168,808 shares of the company’s stock valued at $6,050,000 after buying an additional 119,548 shares during the period.

Dimensional U.S. Core Equity 2 ETF Stock Down 0.5%

Shares of Dimensional U.S. Core Equity 2 ETF stock opened at $40.68 on Friday. The company’s fifty day simple moving average is $40.02 and its two-hundred day simple moving average is $38.67. Dimensional U.S. Core Equity 2 ETF has a 12-month low of $28.39 and a 12-month high of $41.07. The firm has a market cap of $41.53 billion, a PE ratio of 20.75 and a beta of 1.00.

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.