Dimensional U.S. Core Equity 2 ETF $DFAC Stake Raised by Financial Plan Inc.

Financial Plan Inc. increased its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 6.0% in the first quarter, HoldingsChannel.com reports. The firm owned 3,536,742 shares of the company’s stock after acquiring an additional 199,681 shares during the quarter. Dimensional U.S. Core Equity 2 ETF accounts for 14.7% of Financial Plan Inc.’s portfolio, making the stock its 2nd largest position. Financial Plan Inc.’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $137,438,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently made changes to their positions in DFAC. Heffernan Advisory Inc. boosted its holdings in Dimensional U.S. Core Equity 2 ETF by 8.0% during the first quarter. Heffernan Advisory Inc. now owns 275,385 shares of the company’s stock worth $10,701,000 after buying an additional 20,285 shares in the last quarter. Axis Wealth Partners LLC increased its holdings in Dimensional U.S. Core Equity 2 ETF by 2.3% in the first quarter. Axis Wealth Partners LLC now owns 58,307 shares of the company’s stock valued at $2,266,000 after buying an additional 1,338 shares in the last quarter. BetterWealth LLC lifted its position in shares of Dimensional U.S. Core Equity 2 ETF by 1.1% during the 1st quarter. BetterWealth LLC now owns 2,830,509 shares of the company’s stock valued at $109,994,000 after acquiring an additional 29,424 shares during the period. Root Financial Partners LLC lifted its position in shares of Dimensional U.S. Core Equity 2 ETF by 3.1% during the 1st quarter. Root Financial Partners LLC now owns 439,940 shares of the company’s stock valued at $17,096,000 after acquiring an additional 13,352 shares during the period. Finally, Keb Asset Management LLC boosted its stake in shares of Dimensional U.S. Core Equity 2 ETF by 3.2% during the 1st quarter. Keb Asset Management LLC now owns 2,189,130 shares of the company’s stock worth $85,070,000 after acquiring an additional 67,761 shares in the last quarter.

Dimensional U.S. Core Equity 2 ETF Price Performance

DFAC opened at $44.25 on Friday. The stock has a market cap of $47.17 billion, a P/E ratio of 20.75 and a beta of 0.98. The stock’s 50 day simple moving average is $43.49 and its 200 day simple moving average is $41.40. Dimensional U.S. Core Equity 2 ETF has a 1-year low of $35.83 and a 1-year high of $44.71.

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.