Dimensional U.S. Core Equity 2 ETF $DFAC Stock: Forum Financial Management LP Increases Holdings

Forum Financial Management LP lifted its stake in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 0.6% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 42,841,242 shares of the company’s stock after buying an additional 246,701 shares during the quarter. Dimensional U.S. Core Equity 2 ETF accounts for approximately 24.8% of Forum Financial Management LP’s holdings, making the stock its largest holding. Forum Financial Management LP’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $1,904,293,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. AWM Capital LLC lifted its stake in shares of Dimensional U.S. Core Equity 2 ETF by 11.7% in the third quarter. AWM Capital LLC now owns 5,786,464 shares of the company’s stock worth $257,208,000 after acquiring an additional 604,839 shares in the last quarter. Sweeney & Michel LLC acquired a new stake in shares of Dimensional U.S. Core Equity 2 ETF during the third quarter worth $1,855,000. Selective Wealth Management Inc. boosted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 25.0% in the 3rd quarter. Selective Wealth Management Inc. now owns 262,423 shares of the company’s stock valued at $11,859,000 after buying an additional 52,517 shares during the period. Annex Advisory Services LLC bought a new position in shares of Dimensional U.S. Core Equity 2 ETF during the third quarter valued at approximately $325,000. Finally, Granite Islands Private Wealth LLC bought a new position in Dimensional U.S. Core Equity 2 ETF during the 3rd quarter worth $1,840,000.

Dimensional U.S. Core Equity 2 ETF Stock Down 0.9%

DFAC stock opened at $44.78 on Friday. The firm’s 50-day simple moving average is $45.29 and its 200 day simple moving average is $43.94. The stock has a market cap of $48.82 billion, a PE ratio of 20.75 and a beta of 0.98. Dimensional U.S. Core Equity 2 ETF has a fifty-two week low of $37.47 and a fifty-two week high of $46.35.

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.