Dimensional U.S. Core Equity 2 ETF $DFAC is Sax Wealth Advisors LLC’s 5th Largest Position

Sax Wealth Advisors LLC lessened its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 2.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,074,151 shares of the company’s stock after selling 47,654 shares during the quarter. Dimensional U.S. Core Equity 2 ETF makes up approximately 4.3% of Sax Wealth Advisors LLC’s portfolio, making the stock its 5th biggest holding. Sax Wealth Advisors LLC owned 0.21% of Dimensional U.S. Core Equity 2 ETF worth $80,000,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of DFAC. Envestnet Asset Management Inc. raised its stake in shares of Dimensional U.S. Core Equity 2 ETF by 5.0% in the second quarter. Envestnet Asset Management Inc. now owns 54,829,103 shares of the company’s stock valued at $1,965,075,000 after buying an additional 2,622,796 shares during the period. Focus Partners Wealth raised its stake in Dimensional U.S. Core Equity 2 ETF by 6.5% in the 1st quarter. Focus Partners Wealth now owns 40,316,550 shares of the company’s stock valued at $1,330,043,000 after acquiring an additional 2,458,453 shares during the period. Forum Financial Management LP lifted its holdings in Dimensional U.S. Core Equity 2 ETF by 2.9% during the second quarter. Forum Financial Management LP now owns 38,896,661 shares of the company’s stock valued at $1,394,056,000 after purchasing an additional 1,100,537 shares during the last quarter. Apella Capital LLC boosted its position in Dimensional U.S. Core Equity 2 ETF by 5.8% during the third quarter. Apella Capital LLC now owns 13,520,639 shares of the company’s stock worth $515,001,000 after purchasing an additional 738,940 shares during the period. Finally, Rockwood Wealth Management LLC increased its stake in shares of Dimensional U.S. Core Equity 2 ETF by 3.4% in the third quarter. Rockwood Wealth Management LLC now owns 11,022,086 shares of the company’s stock worth $425,122,000 after purchasing an additional 359,737 shares in the last quarter.

Dimensional U.S. Core Equity 2 ETF Stock Down 0.2%

NYSEARCA DFAC opened at $39.91 on Wednesday. The firm has a market cap of $39.98 billion, a P/E ratio of 20.75 and a beta of 1.00. The company’s 50 day moving average is $39.20 and its 200-day moving average is $37.94. Dimensional U.S. Core Equity 2 ETF has a 12-month low of $28.39 and a 12-month high of $40.21.

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.