SwitchPoint Financial Planning LLC Acquires 25,119 Shares of Dimensional U.S. Core Equity 2 ETF $DFAC

SwitchPoint Financial Planning LLC raised its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 3.5% during the 1st quarter, Holdings Channel reports. The fund owned 738,764 shares of the company’s stock after purchasing an additional 25,119 shares during the period. Dimensional U.S. Core Equity 2 ETF makes up approximately 19.5% of SwitchPoint Financial Planning LLC’s portfolio, making the stock its largest holding. SwitchPoint Financial Planning LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $28,708,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in the business. Gradient Capital Advisors LLC lifted its holdings in Dimensional U.S. Core Equity 2 ETF by 1.1% in the fourth quarter. Gradient Capital Advisors LLC now owns 24,803 shares of the company’s stock worth $982,000 after purchasing an additional 273 shares during the period. Kestra Private Wealth Services LLC lifted its stake in shares of Dimensional U.S. Core Equity 2 ETF by 0.6% in the 3rd quarter. Kestra Private Wealth Services LLC now owns 49,741 shares of the company’s stock worth $1,918,000 after acquiring an additional 281 shares during the period. Legacy Wealth Management Inc boosted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 5.1% in the fourth quarter. Legacy Wealth Management Inc now owns 6,256 shares of the company’s stock valued at $248,000 after acquiring an additional 305 shares in the last quarter. IFP Advisors Inc boosted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 1.0% in the fourth quarter. IFP Advisors Inc now owns 31,887 shares of the company’s stock valued at $1,262,000 after acquiring an additional 325 shares in the last quarter. Finally, Ancora Advisors LLC increased its stake in shares of Dimensional U.S. Core Equity 2 ETF by 30.7% during the third quarter. Ancora Advisors LLC now owns 1,401 shares of the company’s stock valued at $54,000 after acquiring an additional 329 shares during the period.

Dimensional U.S. Core Equity 2 ETF Price Performance

NYSEARCA DFAC opened at $44.04 on Thursday. Dimensional U.S. Core Equity 2 ETF has a 12 month low of $35.83 and a 12 month high of $44.71. The firm has a market capitalization of $47.07 billion, a PE ratio of 20.75 and a beta of 0.98. The company’s 50 day simple moving average is $43.66 and its 200 day simple moving average is $41.54.

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.