Concurrent Investment Advisors LLC Raises Stock Holdings in Dimensional U.S. Core Equity 2 ETF $DFAC

Concurrent Investment Advisors LLC lifted its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 5.3% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 371,019 shares of the company’s stock after purchasing an additional 18,519 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $16,458,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Gradient Capital Advisors LLC grew its stake in shares of Dimensional U.S. Core Equity 2 ETF by 1.1% in the 4th quarter. Gradient Capital Advisors LLC now owns 24,803 shares of the company’s stock worth $982,000 after buying an additional 273 shares in the last quarter. Kestra Private Wealth Services LLC raised its position in shares of Dimensional U.S. Core Equity 2 ETF by 0.6% during the 3rd quarter. Kestra Private Wealth Services LLC now owns 49,741 shares of the company’s stock valued at $1,918,000 after buying an additional 281 shares in the last quarter. IFP Advisors Inc lifted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 1.0% in the 4th quarter. IFP Advisors Inc now owns 31,887 shares of the company’s stock valued at $1,262,000 after acquiring an additional 325 shares during the last quarter. Ancora Advisors LLC lifted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 30.7% in the 3rd quarter. Ancora Advisors LLC now owns 1,401 shares of the company’s stock valued at $54,000 after acquiring an additional 329 shares during the last quarter. Finally, Thurston Springer Miller Herd & Titak Inc. grew its position in Dimensional U.S. Core Equity 2 ETF by 3.6% in the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 10,889 shares of the company’s stock worth $483,000 after acquiring an additional 376 shares in the last quarter.

Dimensional U.S. Core Equity 2 ETF Price Performance

Shares of NYSEARCA DFAC opened at $45.72 on Friday. The business’s 50 day moving average is $45.00 and its two-hundred day moving average is $42.89. Dimensional U.S. Core Equity 2 ETF has a 1-year low of $36.67 and a 1-year high of $46.35. The stock has a market capitalization of $49.20 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.