Essential Planning LLC. lifted its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 6,720.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,940,670 shares of the company’s stock after acquiring an additional 3,882,889 shares during the quarter. Dimensional U.S. Core Equity 2 ETF accounts for about 0.9% of Essential Planning LLC.’s investment portfolio, making the stock its 18th largest holding. Essential Planning LLC. owned 0.45% of Dimensional U.S. Core Equity 2 ETF worth $138,755,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors have also recently made changes to their positions in the stock. LPL Financial LLC grew its stake in shares of Dimensional U.S. Core Equity 2 ETF by 0.5% in the third quarter. LPL Financial LLC now owns 17,745,074 shares of the company’s stock worth $608,479,000 after acquiring an additional 88,871 shares during the period. Apella Capital LLC grew its stake in shares of Dimensional U.S. Core Equity 2 ETF by 20.3% in the fourth quarter. Apella Capital LLC now owns 10,595,895 shares of the company’s stock worth $366,512,000 after acquiring an additional 1,789,147 shares during the period. Rockwood Wealth Management LLC grew its stake in shares of Dimensional U.S. Core Equity 2 ETF by 4.0% in the fourth quarter. Rockwood Wealth Management LLC now owns 9,718,387 shares of the company’s stock worth $336,645,000 after acquiring an additional 373,115 shares during the period. SJS Investment Consulting Inc. grew its stake in shares of Dimensional U.S. Core Equity 2 ETF by 1.2% in the fourth quarter. SJS Investment Consulting Inc. now owns 9,128,342 shares of the company’s stock worth $315,749,000 after acquiring an additional 104,084 shares during the period. Finally, Wealthspire Advisors LLC grew its position in Dimensional U.S. Core Equity 2 ETF by 1.0% during the fourth quarter. Wealthspire Advisors LLC now owns 7,976,206 shares of the company’s stock valued at $275,897,000 after buying an additional 75,171 shares during the period.
Dimensional U.S. Core Equity 2 ETF Trading Down 0.8 %
Shares of NYSEARCA DFAC opened at $32.81 on Wednesday. The firm has a 50 day moving average of $35.16 and a 200 day moving average of $34.89. The firm has a market capitalization of $31.06 billion, a price-to-earnings ratio of 22.19 and a beta of 1.01. Dimensional U.S. Core Equity 2 ETF has a 12-month low of $29.99 and a 12-month high of $36.66.
About Dimensional U.S. Core Equity 2 ETF
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.
See Also
- Five stocks we like better than Dimensional U.S. Core Equity 2 ETF
- 10 Best Airline Stocks to Buy
- Rockwell Automation Poised to Gain From U.S. Tariffs & Onshoring
- What Investors Need to Know About Upcoming IPOs
- 3 Companies Buying Back Stock—Why It Matters
- How to Calculate Return on Investment (ROI)
- Institutions Bought 3 Stocks Heavily in Q1 2025
Want to see what other hedge funds are holding DFAC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report).
Receive News & Ratings for Dimensional U.S. Core Equity 2 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Dimensional U.S. Core Equity 2 ETF and related companies with MarketBeat.com's FREE daily email newsletter.