Perigon Wealth Management LLC Has $61.13 Million Stock Position in Dimensional U.S. Core Equity 2 ETF $DFAC

Perigon Wealth Management LLC reduced its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 1.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,544,016 shares of the company’s stock after selling 19,661 shares during the period. Dimensional U.S. Core Equity 2 ETF comprises about 1.1% of Perigon Wealth Management LLC’s holdings, making the stock its 12th largest position. Perigon Wealth Management LLC owned approximately 0.15% of Dimensional U.S. Core Equity 2 ETF worth $61,128,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Kestra Private Wealth Services LLC lifted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 0.6% during the 3rd quarter. Kestra Private Wealth Services LLC now owns 49,741 shares of the company’s stock valued at $1,918,000 after buying an additional 281 shares during the last quarter. Guardian Asset Advisors LLC increased its holdings in Dimensional U.S. Core Equity 2 ETF by 4.1% in the third quarter. Guardian Asset Advisors LLC now owns 7,435 shares of the company’s stock worth $287,000 after buying an additional 292 shares during the last quarter. Ancora Advisors LLC increased its holdings in Dimensional U.S. Core Equity 2 ETF by 30.7% in the third quarter. Ancora Advisors LLC now owns 1,401 shares of the company’s stock worth $54,000 after buying an additional 329 shares during the last quarter. Meredith Wealth Planning raised its position in Dimensional U.S. Core Equity 2 ETF by 1.4% during the third quarter. Meredith Wealth Planning now owns 23,912 shares of the company’s stock valued at $922,000 after acquiring an additional 332 shares in the last quarter. Finally, Mosaic Family Wealth Partners LLC raised its position in Dimensional U.S. Core Equity 2 ETF by 1.0% during the third quarter. Mosaic Family Wealth Partners LLC now owns 36,451 shares of the company’s stock valued at $1,403,000 after acquiring an additional 360 shares in the last quarter.

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

NYSEARCA DFAC opened at $39.18 on Friday. The stock has a market capitalization of $40.01 billion, a PE ratio of 20.75 and a beta of 1.00. Dimensional U.S. Core Equity 2 ETF has a 12-month low of $28.39 and a 12-month high of $41.64. The company has a 50 day moving average price of $40.20 and a two-hundred day moving average price of $39.55.

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.