My Personal CFO LLC Takes Position in Dimensional U.S. Core Equity 2 ETF $DFAC

by · The Cerbat Gem

My Personal CFO LLC purchased a new stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 325,976 shares of the company’s stock, valued at approximately $12,573,000. Dimensional U.S. Core Equity 2 ETF comprises about 4.9% of My Personal CFO LLC’s portfolio, making the stock its 5th largest holding.

Several other large investors also recently added to or reduced their stakes in the stock. Envestnet Asset Management Inc. lifted its stake in shares of Dimensional U.S. Core Equity 2 ETF by 5.0% in the 2nd quarter. Envestnet Asset Management Inc. now owns 54,829,103 shares of the company’s stock valued at $1,965,075,000 after purchasing an additional 2,622,796 shares during the last quarter. Focus Partners Wealth raised its holdings in Dimensional U.S. Core Equity 2 ETF by 6.5% during the 1st quarter. Focus Partners Wealth now owns 40,316,550 shares of the company’s stock valued at $1,330,043,000 after buying an additional 2,458,453 shares during the period. Forum Financial Management LP lifted its position in Dimensional U.S. Core Equity 2 ETF by 2.9% in the second quarter. Forum Financial Management LP now owns 38,896,661 shares of the company’s stock worth $1,394,056,000 after buying an additional 1,100,537 shares during the last quarter. Apella Capital LLC boosted its stake in Dimensional U.S. Core Equity 2 ETF by 5.8% during the third quarter. Apella Capital LLC now owns 13,520,639 shares of the company’s stock worth $515,001,000 after buying an additional 738,940 shares during the period. Finally, Rockwood Wealth Management LLC increased its position in Dimensional U.S. Core Equity 2 ETF by 3.4% during the third quarter. Rockwood Wealth Management LLC now owns 11,022,086 shares of the company’s stock valued at $425,122,000 after acquiring an additional 359,737 shares during the last quarter.

Dimensional U.S. Core Equity 2 ETF Trading Down 0.8%

Dimensional U.S. Core Equity 2 ETF stock opened at $39.59 on Thursday. The firm has a 50-day moving average price of $39.23 and a 200-day moving average price of $37.95. The firm has a market capitalization of $39.66 billion, a PE ratio of 20.75 and a beta of 1.00. Dimensional U.S. Core Equity 2 ETF has a 12-month low of $28.39 and a 12-month high of $40.21.

Dimensional U.S. Core Equity 2 ETF Company Profile

(Free Report)

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.

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