Dimensional U.S. Core Equity 2 ETF $DFAC Shares Acquired by Keudell Morrison Wealth Management

Keudell Morrison Wealth Management increased its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 54.4% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 698,277 shares of the company’s stock after purchasing an additional 246,152 shares during the period. Dimensional U.S. Core Equity 2 ETF accounts for approximately 5.5% of Keudell Morrison Wealth Management’s holdings, making the stock its 3rd largest position. Keudell Morrison Wealth Management owned about 0.07% of Dimensional U.S. Core Equity 2 ETF worth $27,135,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Betterment LLC raised its holdings 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 valued at $122,127,000 after acquiring an additional 205,012 shares during the period. Capstone Capital LLC lifted its position in Dimensional U.S. Core Equity 2 ETF by 5.4% during the fourth quarter. Capstone Capital LLC now owns 1,815,402 shares of the company’s stock worth $71,872,000 after acquiring an additional 93,070 shares during the last quarter. FMB Wealth Management boosted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 4.7% during the fourth quarter. FMB Wealth Management now owns 1,132,662 shares of the company’s stock worth $44,842,000 after acquiring an additional 50,743 shares during the period. Chapman Financial Group LLC bought a new stake in shares of Dimensional U.S. Core Equity 2 ETF during the third quarter worth approximately $624,000. Finally, Farther Finance Advisors LLC grew its position in shares of Dimensional U.S. Core Equity 2 ETF by 71.9% in the fourth quarter. Farther Finance Advisors LLC now owns 1,042,266 shares of the company’s stock valued at $41,263,000 after purchasing an additional 435,823 shares during the last quarter.

Dimensional U.S. Core Equity 2 ETF Trading Down 1.3%

Shares of NYSEARCA DFAC opened at $43.62 on Wednesday. The firm has a market cap of $45.74 billion, a P/E ratio of 20.75 and a beta of 0.98. Dimensional U.S. Core Equity 2 ETF has a 1-year low of $35.05 and a 1-year high of $44.71. The business’s 50 day moving average is $43.15 and its 200-day moving average is $41.19.

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.