Oath Planning LLC Invests $5.60 Million in Dimensional U.S. Core Equity 2 ETF $DFAC

Oath Planning LLC bought a new stake in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) in the fourth quarter, Holdings Channel.com reports. The fund bought 141,482 shares of the company’s stock, valued at approximately $5,601,000. Dimensional U.S. Core Equity 2 ETF accounts for 5.5% of Oath Planning LLC’s portfolio, making the stock its 5th largest position.

Other institutional investors also recently added to or reduced their stakes in the company. Betterment LLC increased its holdings in Dimensional U.S. Core Equity 2 ETF by 6.9% during the 3rd quarter. Betterment LLC now owns 3,166,372 shares of the company’s stock worth $122,127,000 after purchasing an additional 205,012 shares during the period. Chapman Financial Group LLC purchased a new stake in shares of Dimensional U.S. Core Equity 2 ETF in the 3rd quarter worth $624,000. FMB Wealth Management grew its position in shares of Dimensional U.S. Core Equity 2 ETF by 4.7% during the 4th quarter. FMB Wealth Management now owns 1,132,662 shares of the company’s stock worth $44,842,000 after buying an additional 50,743 shares in the last quarter. Capstone Capital LLC increased its stake in shares of Dimensional U.S. Core Equity 2 ETF by 5.4% during the fourth quarter. Capstone Capital LLC now owns 1,815,402 shares of the company’s stock valued at $71,872,000 after buying an additional 93,070 shares during the period. Finally, von Borstel & Associates Inc. increased its stake in shares of Dimensional U.S. Core Equity 2 ETF by 1.8% during the third quarter. von Borstel & Associates Inc. now owns 3,411,659 shares of the company’s stock valued at $133,532,000 after buying an additional 61,774 shares during the period.

Dimensional U.S. Core Equity 2 ETF Price Performance

DFAC stock opened at $43.72 on Friday. Dimensional U.S. Core Equity 2 ETF has a 1-year low of $34.46 and a 1-year high of $44.57. The business has a 50-day moving average price of $42.44 and a 200 day moving average price of $40.92. The company has a market capitalization of $45.84 billion, a P/E ratio of 20.75 and a beta of 0.98.

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.