HTG Investment Advisors Inc. Has $31.25 Million Stock Holdings in Dimensional U.S. Core Equity 2 ETF $DFAC

HTG Investment Advisors Inc. boosted its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 6.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 810,180 shares of the company’s stock after buying an additional 48,477 shares during the period. Dimensional U.S. Core Equity 2 ETF comprises 10.5% of HTG Investment Advisors Inc.’s portfolio, making the stock its largest holding. HTG Investment Advisors Inc. owned approximately 0.08% of Dimensional U.S. Core Equity 2 ETF worth $31,249,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Envestnet Portfolio Solutions Inc. increased its stake in Dimensional U.S. Core Equity 2 ETF by 1.2% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 43,734 shares of the company’s stock valued at $1,567,000 after acquiring an additional 505 shares during the period. Harbour Investments Inc. boosted its holdings in Dimensional U.S. Core Equity 2 ETF by 11.3% during the second quarter. Harbour Investments Inc. now owns 12,069 shares of the company’s stock valued at $433,000 after purchasing an additional 1,221 shares in the last quarter. Bridges Investment Management Inc. bought a new stake in shares of Dimensional U.S. Core Equity 2 ETF in the 2nd quarter valued at approximately $215,000. Lutz Financial Services LLC raised its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 1.8% in the 2nd quarter. Lutz Financial Services LLC now owns 820,893 shares of the company’s stock worth $29,421,000 after buying an additional 14,216 shares in the last quarter. Finally, Aspiriant LLC lifted its position in shares of Dimensional U.S. Core Equity 2 ETF by 3.3% during the 2nd quarter. Aspiriant LLC now owns 324,443 shares of the company’s stock worth $11,628,000 after buying an additional 10,333 shares during the period.

Dimensional U.S. Core Equity 2 ETF Price Performance

Shares of DFAC stock opened at $40.79 on Friday. The stock’s fifty day simple moving average is $40.35 and its 200 day simple moving average is $38.98. Dimensional U.S. Core Equity 2 ETF has a one year low of $28.39 and a one year high of $41.64. The firm has a market cap of $41.66 billion, a price-to-earnings ratio of 20.75 and a beta of 1.00.

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.