Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) is Private Wealth Management Group LLC’s Largest Position

Private Wealth Management Group LLC lifted its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 0.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 919,065 shares of the company’s stock after acquiring an additional 5,476 shares during the quarter. Dimensional U.S. Core Equity 2 ETF accounts for about 12.2% of Private Wealth Management Group LLC’s investment portfolio, making the stock its biggest position. Private Wealth Management Group LLC owned approximately 0.11% of Dimensional U.S. Core Equity 2 ETF worth $31,790,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Vestia Personal Wealth Advisors increased its stake in shares of Dimensional U.S. Core Equity 2 ETF by 10.8% in the fourth quarter. Vestia Personal Wealth Advisors now owns 279,584 shares of the company’s stock worth $9,671,000 after buying an additional 27,303 shares during the last quarter. Confluence Wealth Services Inc. grew its holdings in Dimensional U.S. Core Equity 2 ETF by 29.2% during the 4th quarter. Confluence Wealth Services Inc. now owns 25,779 shares of the company’s stock worth $931,000 after acquiring an additional 5,819 shares in the last quarter. Stratos Investment Management LLC increased its position in shares of Dimensional U.S. Core Equity 2 ETF by 53.9% in the 4th quarter. Stratos Investment Management LLC now owns 4,819,689 shares of the company’s stock worth $166,713,000 after purchasing an additional 1,688,782 shares during the last quarter. HTG Investment Advisors Inc. raised its stake in shares of Dimensional U.S. Core Equity 2 ETF by 2.9% in the 4th quarter. HTG Investment Advisors Inc. now owns 740,965 shares of the company’s stock valued at $25,630,000 after purchasing an additional 20,744 shares in the last quarter. Finally, Greenwood Capital Associates LLC bought a new position in shares of Dimensional U.S. Core Equity 2 ETF during the fourth quarter worth about $312,000.

Dimensional U.S. Core Equity 2 ETF Stock Performance

NYSEARCA:DFAC opened at $35.83 on Thursday. The stock has a 50-day simple moving average of $35.48 and a 200 day simple moving average of $34.48. Dimensional U.S. Core Equity 2 ETF has a one year low of $29.57 and a one year high of $36.66. The company has a market capitalization of $31.06 billion, a price-to-earnings ratio of 19.03 and a beta of 1.00.

Dimensional U.S. Core Equity 2 ETF Company 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.