Heffernan Advisory Inc. Makes New Investment in Dimensional International Core Equity 2 ETF $DFIC

Heffernan Advisory Inc. purchased a new position in Dimensional International Core Equity 2 ETF (BATS:DFIC) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 219,143 shares of the company’s stock, valued at approximately $8,242,000. Dimensional International Core Equity 2 ETF comprises 5.6% of Heffernan Advisory Inc.’s investment portfolio, making the stock its 5th largest position.

Other institutional investors also recently added to or reduced their stakes in the company. Turtle Creek Wealth Advisors LLC bought a new position in Dimensional International Core Equity 2 ETF in the 1st quarter worth about $33,000. Archer Investment Corp bought a new position in Dimensional International Core Equity 2 ETF in the first quarter worth approximately $61,000. Capital Analysts LLC increased its holdings in Dimensional International Core Equity 2 ETF by 291.7% during the 2nd quarter. Capital Analysts LLC now owns 1,786 shares of the company’s stock worth $66,000 after purchasing an additional 1,330 shares during the period. Washington Trust Advisors Inc. raised its holdings in shares of Dimensional International Core Equity 2 ETF by 147.9% in the second quarter. Washington Trust Advisors Inc. now owns 2,809 shares of the company’s stock valued at $105,000 after acquiring an additional 1,676 shares in the last quarter. Finally, Fifth Third Bancorp boosted its stake in shares of Dimensional International Core Equity 2 ETF by 85.1% during the first quarter. Fifth Third Bancorp now owns 3,536 shares of the company’s stock valued at $126,000 after purchasing an additional 1,626 shares in the last quarter.

Dimensional International Core Equity 2 ETF Trading Up 0.3%

Shares of DFIC traded up $0.10 during trading hours on Tuesday, hitting $37.58. The company had a trading volume of 512,535 shares, compared to its average volume of 1,460,349. The company’s fifty day moving average price is $38.67 and its two-hundred day moving average price is $37.84. Dimensional International Core Equity 2 ETF has a one year low of $32.13 and a one year high of $39.63. The company has a market capitalization of $11.66 billion, a PE ratio of 14.80 and a beta of 0.83.

Dimensional International Core Equity 2 ETF Profile

The Dimensional International Core Equity 2 ETF (DFIC) is an exchange-traded fund that mostly invests in total market equity. The fund actively selects companies of all market capitalizations in developed markets outside the US. Holdings are fundamentally screened to emphasize relatively low-priced and profitable small-caps. DFIC was launched on Mar 23, 2022 and is managed by Dimensional.