HBE Wealth Management LLC lifted its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 11.1% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 166,377 shares of the company’s stock after purchasing an additional 16,560 shares during the quarter. Dimensional U.S. Core Equity 2 ETF accounts for about 5.6% of HBE Wealth Management LLC’s investment portfolio, making the stock its 7th largest holding. HBE Wealth Management LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $6,465,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors have also recently bought and sold shares of the company. CWS Financial Advisors LLC purchased a new position in Dimensional U.S. Core Equity 2 ETF in the 1st quarter worth about $238,000. Level Wealth Management LLC lifted its stake in Dimensional U.S. Core Equity 2 ETF by 24.4% during the first quarter. Level Wealth Management LLC now owns 63,186 shares of the company’s stock valued at $2,455,000 after buying an additional 12,397 shares in the last quarter. TCI Wealth Advisors Inc. lifted its stake in Dimensional U.S. Core Equity 2 ETF by 4.6% during the first quarter. TCI Wealth Advisors Inc. now owns 2,362,453 shares of the company’s stock valued at $91,805,000 after buying an additional 102,895 shares in the last quarter. Integrity Wealth Partners LLC acquired a new position in shares of Dimensional U.S. Core Equity 2 ETF in the first quarter worth about $7,976,000. Finally, HB Wealth Management LLC boosted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 0.7% in the first quarter. HB Wealth Management LLC now owns 1,831,592 shares of the company’s stock worth $71,176,000 after buying an additional 11,846 shares during the period.
Dimensional U.S. Core Equity 2 ETF Price Performance
Dimensional U.S. Core Equity 2 ETF stock opened at $44.25 on Friday. The firm’s 50 day simple moving average is $43.53 and its 200-day simple moving average is $41.42. The company has a market cap of $47.26 billion, a P/E ratio of 20.75 and a beta of 0.98. Dimensional U.S. Core Equity 2 ETF has a fifty-two week low of $35.83 and a fifty-two week high of $44.71.
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.
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