Dimensional U.S. Core Equity 2 ETF $DFAC Shares Newly Acquired by Heffernan Advisory Inc.

Heffernan Advisory Inc. acquired a new position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 338,172 shares of the company’s stock, valued at approximately $15,032,000. Dimensional U.S. Core Equity 2 ETF comprises about 10.2% of Heffernan Advisory Inc.’s portfolio, making the stock its 3rd biggest holding.

A number of other institutional investors have also recently bought and sold shares of the company. Forum Financial Management LP raised its holdings in Dimensional U.S. Core Equity 2 ETF by 3.1% in the first quarter. Forum Financial Management LP now owns 42,328,643 shares of the company’s stock worth $1,644,891,000 after purchasing an additional 1,259,943 shares during the period. Apella Capital LLC grew its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 6.6% in the 3rd quarter. Apella Capital LLC now owns 17,175,406 shares of the company’s stock valued at $775,985,000 after buying an additional 1,064,750 shares during the period. Envestnet Asset Management Inc. increased its position in shares of Dimensional U.S. Core Equity 2 ETF by 4.2% in the 2nd quarter. Envestnet Asset Management Inc. now owns 13,812,388 shares of the company’s stock valued at $612,718,000 after buying an additional 552,680 shares in the last quarter. Rockwood Wealth Management LLC raised its stake in Dimensional U.S. Core Equity 2 ETF by 4.1% during the 1st quarter. Rockwood Wealth Management LLC now owns 12,077,663 shares of the company’s stock worth $469,338,000 after buying an additional 478,929 shares during the period. Finally, SJS Investment Consulting Inc. lifted its holdings in Dimensional U.S. Core Equity 2 ETF by 1.3% during the first quarter. SJS Investment Consulting Inc. now owns 9,231,772 shares of the company’s stock worth $358,747,000 after acquiring an additional 120,004 shares in the last quarter.

Dimensional U.S. Core Equity 2 ETF Stock Performance

NYSEARCA:DFAC traded down $0.04 on Tuesday, reaching $45.27. The company’s stock had a trading volume of 605,478 shares, compared to its average volume of 2,448,026. The firm has a market cap of $49.35 billion, a PE ratio of 20.75 and a beta of 0.98. The business’s 50-day moving average price is $45.35 and its two-hundred day moving average price is $43.80. Dimensional U.S. Core Equity 2 ETF has a 1-year low of $37.47 and a 1-year high of $46.35.

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.