Calton & Associates Inc. Makes New $644,000 Investment in Dimensional U.S. Core Equity 2 ETF $DFAC

Calton & Associates Inc. purchased a new position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 16,274 shares of the company’s stock, valued at approximately $644,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Mercer Global Advisors Inc. ADV raised its position in Dimensional U.S. Core Equity 2 ETF by 8.3% during the third quarter. Mercer Global Advisors Inc. ADV now owns 61,231,926 shares of the company’s stock worth $2,361,716,000 after acquiring an additional 4,669,622 shares in the last quarter. Focus Partners Wealth raised its position in Dimensional U.S. Core Equity 2 ETF by 3.8% during the third quarter. Focus Partners Wealth now owns 42,523,921 shares of the company’s stock worth $1,640,206,000 after acquiring an additional 1,553,996 shares in the last quarter. Forum Financial Management LP raised its position in Dimensional U.S. Core Equity 2 ETF by 2.6% during the fourth quarter. Forum Financial Management LP now owns 41,068,700 shares of the company’s stock worth $1,625,910,000 after acquiring an additional 1,029,990 shares in the last quarter. Apella Capital LLC raised its position in Dimensional U.S. Core Equity 2 ETF by 2.9% during the fourth quarter. Apella Capital LLC now owns 13,914,954 shares of the company’s stock worth $550,893,000 after acquiring an additional 394,315 shares in the last quarter. Finally, Rockwood Wealth Management LLC raised its position in Dimensional U.S. Core Equity 2 ETF by 5.2% during the fourth quarter. Rockwood Wealth Management LLC now owns 11,598,734 shares of the company’s stock worth $459,194,000 after acquiring an additional 576,648 shares in the last quarter.

Dimensional U.S. Core Equity 2 ETF Trading Down 0.7%

NYSEARCA DFAC opened at $44.19 on Thursday. The firm’s fifty day moving average price is $41.84 and its two-hundred day moving average price is $40.68. Dimensional U.S. Core Equity 2 ETF has a 1 year low of $34.43 and a 1 year high of $44.53. The firm has a market capitalization of $46.34 billion, a P/E ratio of 20.75 and a beta of 0.98.

Dimensional U.S. Core Equity 2 ETF Company 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.