Dimensional U.S. Core Equity 2 ETF $DFAC is Financial Harvest LLC’s 2nd Largest Position

Financial Harvest LLC raised its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 4.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 642,432 shares of the company’s stock after buying an additional 29,554 shares during the quarter. Dimensional U.S. Core Equity 2 ETF comprises 15.7% of Financial Harvest LLC’s portfolio, making the stock its 2nd biggest holding. Financial Harvest LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $25,434,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. Gradient Capital Advisors LLC grew its holdings in Dimensional U.S. Core Equity 2 ETF by 1.1% during the 4th quarter. Gradient Capital Advisors LLC now owns 24,803 shares of the company’s stock valued at $982,000 after buying an additional 273 shares in the last quarter. Kestra Private Wealth Services LLC grew its holdings in Dimensional U.S. Core Equity 2 ETF by 0.6% during the 3rd quarter. Kestra Private Wealth Services LLC now owns 49,741 shares of the company’s stock valued at $1,918,000 after buying an additional 281 shares in the last quarter. Legacy Wealth Management Inc grew its holdings in Dimensional U.S. Core Equity 2 ETF by 5.1% during the 4th quarter. Legacy Wealth Management Inc now owns 6,256 shares of the company’s stock valued at $248,000 after buying an additional 305 shares in the last quarter. IFP Advisors Inc grew its holdings in Dimensional U.S. Core Equity 2 ETF by 1.0% during the 4th quarter. IFP Advisors Inc now owns 31,887 shares of the company’s stock valued at $1,262,000 after buying an additional 325 shares in the last quarter. Finally, Ancora Advisors LLC grew its holdings in Dimensional U.S. Core Equity 2 ETF by 30.7% during the 3rd quarter. Ancora Advisors LLC now owns 1,401 shares of the company’s stock valued at $54,000 after buying an additional 329 shares in the last quarter.

Dimensional U.S. Core Equity 2 ETF Price Performance

NYSEARCA DFAC opened at $44.49 on Wednesday. The stock has a market capitalization of $46.65 billion, a PE ratio of 20.75 and a beta of 0.98. The business has a 50 day simple moving average of $41.61 and a two-hundred day simple moving average of $40.61. Dimensional U.S. Core Equity 2 ETF has a 1-year low of $34.31 and a 1-year high of $44.53.

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.