Stone Summit Wealth LLC Reduces Stock Holdings in Dimensional U.S. Core Equity 2 ETF $DFAC

by · The Markets Daily

Stone Summit Wealth LLC cut its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 69.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 40,602 shares of the company’s stock after selling 92,013 shares during the period. Stone Summit Wealth LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $1,566,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Wealthcare Capital Partners LLC increased its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 3.8% during the 2nd quarter. Wealthcare Capital Partners LLC now owns 8,131 shares of the company’s stock worth $291,000 after buying an additional 295 shares during the last quarter. Capital Investment Advisors LLC grew its position in Dimensional U.S. Core Equity 2 ETF by 2.7% in the second quarter. Capital Investment Advisors LLC now owns 11,304 shares of the company’s stock worth $405,000 after acquiring an additional 301 shares during the period. Partners in Financial Planning grew its position in Dimensional U.S. Core Equity 2 ETF by 1.5% in the second quarter. Partners in Financial Planning now owns 21,001 shares of the company’s stock worth $753,000 after acquiring an additional 316 shares during the period. Confluence Wealth Services Inc. increased its stake in Dimensional U.S. Core Equity 2 ETF by 1.4% during the second quarter. Confluence Wealth Services Inc. now owns 23,383 shares of the company’s stock worth $838,000 after acquiring an additional 325 shares during the last quarter. Finally, Meredith Wealth Planning raised its position in Dimensional U.S. Core Equity 2 ETF by 1.4% in the third quarter. Meredith Wealth Planning now owns 23,912 shares of the company’s stock valued at $922,000 after purchasing an additional 332 shares during the period.

Dimensional U.S. Core Equity 2 ETF Trading Up 0.5%

NYSEARCA DFAC opened at $39.79 on Monday. The stock has a fifty day simple moving average of $39.26 and a 200-day simple moving average of $38.04. The stock has a market cap of $40.30 billion, a PE 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 $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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