Dimensional U.S. Core Equity 2 ETF $DFAC Position Boosted by Simplicity Wealth LLC

Simplicity Wealth LLC boosted its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 2.9% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 501,848 shares of the company’s stock after purchasing an additional 14,151 shares during the period. Dimensional U.S. Core Equity 2 ETF comprises approximately 0.6% of Simplicity Wealth LLC’s portfolio, making the stock its 27th largest holding. Simplicity Wealth LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $22,307,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Forum Financial Management LP grew its stake in shares of Dimensional U.S. Core Equity 2 ETF by 0.6% during the third quarter. Forum Financial Management LP now owns 42,841,242 shares of the company’s stock valued at $1,904,293,000 after buying an additional 246,701 shares during the last quarter. Apella Capital LLC increased its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 6.6% in the third quarter. Apella Capital LLC now owns 17,175,406 shares of the company’s stock worth $775,985,000 after buying an additional 1,064,750 shares during the period. Envestnet Asset Management Inc. increased its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 4.2% in the second quarter. Envestnet Asset Management Inc. now owns 13,812,388 shares of the company’s stock worth $612,718,000 after buying an additional 552,680 shares during the period. Rockwood Wealth Management LLC lifted its stake in shares of Dimensional U.S. Core Equity 2 ETF by 4.1% in the 1st quarter. Rockwood Wealth Management LLC now owns 12,077,663 shares of the company’s stock valued at $469,338,000 after acquiring an additional 478,929 shares during the last quarter. Finally, SJS Investment Consulting Inc. lifted its stake in shares of Dimensional U.S. Core Equity 2 ETF by 1.3% in the 1st quarter. SJS Investment Consulting Inc. now owns 9,231,772 shares of the company’s stock valued at $358,747,000 after acquiring an additional 120,004 shares during the last quarter.

Dimensional U.S. Core Equity 2 ETF Trading Down 0.6%

NYSEARCA DFAC opened at $44.74 on Friday. The firm has a market cap of $48.95 billion, a PE ratio of 20.75 and a beta of 0.98. Dimensional U.S. Core Equity 2 ETF has a 1-year low of $37.47 and a 1-year high of $46.35. The stock has a 50-day moving average of $45.19 and a 200-day moving average of $44.16.

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.