Dimensional U.S. Core Equity 2 ETF $DFAC is Financial Plan Inc.’s 2nd Largest Position

Financial Plan Inc. increased its stake in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 6.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,536,742 shares of the company’s stock after purchasing an additional 199,681 shares during the quarter. Dimensional U.S. Core Equity 2 ETF accounts for approximately 14.7% of Financial Plan Inc.’s holdings, making the stock its 2nd biggest position. Financial Plan Inc. owned approximately 0.34% of Dimensional U.S. Core Equity 2 ETF worth $137,438,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Heffernan Advisory Inc. lifted its stake in shares of Dimensional U.S. Core Equity 2 ETF by 8.0% in the 1st quarter. Heffernan Advisory Inc. now owns 275,385 shares of the company’s stock worth $10,701,000 after acquiring an additional 20,285 shares during the period. Axis Wealth Partners LLC increased its stake in shares of Dimensional U.S. Core Equity 2 ETF by 2.3% during the first quarter. Axis Wealth Partners LLC now owns 58,307 shares of the company’s stock worth $2,266,000 after acquiring an additional 1,338 shares during the period. BetterWealth LLC increased its stake in shares of Dimensional U.S. Core Equity 2 ETF by 1.1% during the first quarter. BetterWealth LLC now owns 2,830,509 shares of the company’s stock worth $109,994,000 after acquiring an additional 29,424 shares during the period. Root Financial Partners LLC raised its holdings in Dimensional U.S. Core Equity 2 ETF by 3.1% during the first quarter. Root Financial Partners LLC now owns 439,940 shares of the company’s stock worth $17,096,000 after purchasing an additional 13,352 shares in the last quarter. Finally, Keb Asset Management LLC raised its holdings in Dimensional U.S. Core Equity 2 ETF by 3.2% during the first quarter. Keb Asset Management LLC now owns 2,189,130 shares of the company’s stock worth $85,070,000 after purchasing an additional 67,761 shares in the last quarter.

Dimensional U.S. Core Equity 2 ETF Stock Down 0.1%

Shares of NYSEARCA:DFAC opened at $44.25 on Friday. Dimensional U.S. Core Equity 2 ETF has a 52 week low of $35.83 and a 52 week high of $44.71. The company has a 50-day moving average price of $43.49 and a 200 day moving average price of $41.40. The company has a market cap of $47.17 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.