Essential Planning LLC. Has $7.95 Million Holdings in Dimensional U.S. Core Equity 2 ETF $DFAC

Essential Planning LLC. lifted its stake in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 30.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 200,754 shares of the company’s stock after purchasing an additional 46,395 shares during the quarter. Dimensional U.S. Core Equity 2 ETF accounts for about 2.5% of Essential Planning LLC.’s portfolio, making the stock its 10th largest position. Essential Planning LLC.’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $7,948,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Trust Co. of Vermont acquired a new stake in Dimensional U.S. Core Equity 2 ETF in the third quarter valued at approximately $29,000. Turning Point Benefit Group Inc. acquired a new position in shares of Dimensional U.S. Core Equity 2 ETF during the third quarter worth $31,000. Ancora Advisors LLC increased its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 30.7% during the third quarter. Ancora Advisors LLC now owns 1,401 shares of the company’s stock worth $54,000 after buying an additional 329 shares in the last quarter. Russell Investments Group Ltd. lifted its stake in shares of Dimensional U.S. Core Equity 2 ETF by 3,080.6% in the 3rd quarter. Russell Investments Group Ltd. now owns 2,131 shares of the company’s stock valued at $82,000 after acquiring an additional 2,064 shares during the last quarter. Finally, MassMutual Private Wealth & Trust FSB boosted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 647.5% during the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 2,422 shares of the company’s stock valued at $93,000 after acquiring an additional 2,098 shares in the last quarter.

Dimensional U.S. Core Equity 2 ETF Stock Up 2.8%

Shares of DFAC stock opened at $38.86 on Wednesday. The firm has a market capitalization of $39.69 billion, a P/E ratio of 20.75 and a beta of 1.00. Dimensional U.S. Core Equity 2 ETF has a twelve month low of $28.39 and a twelve month high of $41.64. The stock’s fifty day simple moving average is $40.26 and its 200 day simple moving average is $39.56.

Dimensional U.S. Core Equity 2 ETF 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.