Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) is Waterfront Wealth Inc.’s 3rd Largest Position

Waterfront Wealth Inc. lowered its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 4.2% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 278,540 shares of the company’s stock after selling 12,161 shares during the quarter. Dimensional U.S. Core Equity 2 ETF accounts for 2.4% of Waterfront Wealth Inc.’s portfolio, making the stock its 3rd largest position. Waterfront Wealth Inc.’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $8,980,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Envestnet Asset Management Inc. increased its position in shares of Dimensional U.S. Core Equity 2 ETF by 7.4% during the 4th quarter. Envestnet Asset Management Inc. now owns 49,555,765 shares of the company’s stock valued at $1,448,515,000 after purchasing an additional 3,409,362 shares during the last quarter. Forum Financial Management LP raised its position in Dimensional U.S. Core Equity 2 ETF by 2.5% in the fourth quarter. Forum Financial Management LP now owns 40,368,686 shares of the company’s stock worth $1,179,977,000 after acquiring an additional 994,515 shares during the period. Commonwealth Equity Services LLC boosted its stake in shares of Dimensional U.S. Core Equity 2 ETF by 4.1% during the 1st quarter. Commonwealth Equity Services LLC now owns 10,614,978 shares of the company’s stock worth $339,149,000 after acquiring an additional 417,123 shares during the last quarter. Rockwood Wealth Management LLC grew its position in shares of Dimensional U.S. Core Equity 2 ETF by 2.8% during the 2nd quarter. Rockwood Wealth Management LLC now owns 9,185,348 shares of the company’s stock valued at $296,136,000 after acquiring an additional 248,822 shares during the period. Finally, SJS Investment Consulting Inc. increased its stake in shares of Dimensional U.S. Core Equity 2 ETF by 0.3% in the 2nd quarter. SJS Investment Consulting Inc. now owns 9,063,653 shares of the company’s stock worth $292,212,000 after purchasing an additional 24,958 shares in the last quarter.

Dimensional U.S. Core Equity 2 ETF Trading Up 0.8 %

NYSEARCA DFAC traded up $0.26 on Friday, hitting $33.83. 1,211,191 shares of the company traded hands, compared to its average volume of 1,604,228. The business’s 50 day moving average price is $32.76 and its 200-day moving average price is $31.83. Dimensional U.S. Core Equity 2 ETF has a 52-week low of $24.84 and a 52-week high of $33.90. The company has a market capitalization of $29.32 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.