Dimensional U.S. Core Equity 2 ETF $DFAC Shares Sold by ShankerValleau Wealth Advisors Inc.

ShankerValleau Wealth Advisors Inc. reduced its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 1.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,163,045 shares of the company’s stock after selling 34,234 shares during the period. Dimensional U.S. Core Equity 2 ETF makes up about 25.5% of ShankerValleau Wealth Advisors Inc.’s investment portfolio, making the stock its largest position. ShankerValleau Wealth Advisors Inc.’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $96,147,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Forum Financial Management LP lifted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 3.1% during the first quarter. Forum Financial Management LP now owns 42,328,643 shares of the company’s stock worth $1,644,891,000 after buying an additional 1,259,943 shares during the last quarter. Apella Capital LLC grew its stake 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 acquiring an additional 1,064,750 shares during the last quarter. Envestnet Asset Management Inc. grew its stake 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 acquiring an additional 552,680 shares during the last quarter. Rockwood Wealth Management LLC grew its stake in shares of Dimensional U.S. Core Equity 2 ETF by 4.1% in the first quarter. Rockwood Wealth Management LLC now owns 12,077,663 shares of the company’s stock worth $469,338,000 after acquiring an additional 478,929 shares during the last quarter. Finally, SJS Investment Consulting Inc. increased its position in Dimensional U.S. Core Equity 2 ETF by 1.3% during the first quarter. SJS Investment Consulting Inc. now owns 9,231,772 shares of the company’s stock worth $358,747,000 after acquiring an additional 120,004 shares during the period.

Dimensional U.S. Core Equity 2 ETF Price Performance

DFAC stock traded down $0.41 on Friday, reaching $44.78. 1,514,710 shares of the company were exchanged, compared to its average volume of 2,446,932. Dimensional U.S. Core Equity 2 ETF has a 12 month low of $37.47 and a 12 month high of $46.35. The stock’s fifty day moving average price is $45.29 and its 200 day moving average price is $43.94. The firm has a market capitalization of $48.82 billion, a PE ratio of 20.75 and a beta of 0.98.

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.