Vested Financial Planning LLC Has $34.32 Million Stake in Dimensional U.S. Core Equity 2 ETF $DFAC

Vested Financial Planning LLC cut its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 8.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 957,555 shares of the company’s stock after selling 83,078 shares during the period. Dimensional U.S. Core Equity 2 ETF makes up approximately 30.5% of Vested Financial Planning LLC’s investment portfolio, making the stock its biggest position. Vested Financial Planning LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $34,319,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Stonebridge Financial Group LLC acquired a new position in Dimensional U.S. Core Equity 2 ETF in the first quarter worth approximately $48,000. Hughes Financial Services LLC acquired a new stake in shares of Dimensional U.S. Core Equity 2 ETF during the 1st quarter valued at $51,000. Wealth Preservation Advisors LLC acquired a new stake in shares of Dimensional U.S. Core Equity 2 ETF during the 1st quarter valued at $102,000. CX Institutional acquired a new stake in shares of Dimensional U.S. Core Equity 2 ETF during the 1st quarter valued at $108,000. Finally, Global Wealth Strategies & Associates lifted its position in shares of Dimensional U.S. Core Equity 2 ETF by 50.7% during the 2nd quarter. Global Wealth Strategies & Associates now owns 3,188 shares of the company’s stock valued at $114,000 after acquiring an additional 1,073 shares during the last quarter.

Dimensional U.S. Core Equity 2 ETF Stock Performance

Shares of NYSEARCA:DFAC opened at $38.80 on Friday. Dimensional U.S. Core Equity 2 ETF has a one year low of $28.39 and a one year high of $39.01. The stock has a fifty day moving average of $37.71 and a 200-day moving average of $35.23. The company has a market capitalization of $38.57 billion, a PE ratio of 20.75 and a beta of 0.96.

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.