Heffernan Advisory Inc. Has $10.70 Million Holdings in Dimensional U.S. Core Equity 2 ETF $DFAC

Heffernan Advisory Inc. boosted its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 8.0% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 275,385 shares of the company’s stock after purchasing an additional 20,285 shares during the quarter. Dimensional U.S. Core Equity 2 ETF makes up 9.9% of Heffernan Advisory Inc.’s portfolio, making the stock its 2nd biggest position. Heffernan Advisory Inc.’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $10,701,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in DFAC. Betterment LLC lifted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 6.9% during the third quarter. Betterment LLC now owns 3,166,372 shares of the company’s stock valued at $122,127,000 after purchasing an additional 205,012 shares during the last quarter. Farther Finance Advisors LLC grew its stake in shares of Dimensional U.S. Core Equity 2 ETF by 71.9% in the 4th quarter. Farther Finance Advisors LLC now owns 1,042,266 shares of the company’s stock worth $41,263,000 after buying an additional 435,823 shares during the last quarter. Capstone Capital LLC grew its stake in shares of Dimensional U.S. Core Equity 2 ETF by 5.4% in the 4th quarter. Capstone Capital LLC now owns 1,815,402 shares of the company’s stock worth $71,872,000 after buying an additional 93,070 shares during the last quarter. FMB Wealth Management increased its position in Dimensional U.S. Core Equity 2 ETF by 4.7% during the 4th quarter. FMB Wealth Management now owns 1,132,662 shares of the company’s stock valued at $44,842,000 after buying an additional 50,743 shares in the last quarter. Finally, Chapman Financial Group LLC bought a new position in Dimensional U.S. Core Equity 2 ETF during the 3rd quarter valued at approximately $624,000.

Dimensional U.S. Core Equity 2 ETF Trading Down 0.1%

Shares of NYSEARCA:DFAC opened at $44.25 on Friday. The stock has a fifty day simple moving average of $43.49 and a two-hundred day simple moving average of $41.40. Dimensional U.S. Core Equity 2 ETF has a 12-month low of $35.83 and a 12-month high of $44.71. The stock has a market capitalization of $47.17 billion, a price-to-earnings ratio of 20.75 and a beta of 0.98.

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.