Great Oak Capital Partners LLC Has $2.20 Million Holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Great Oak Capital Partners LLC trimmed its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 17.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 63,928 shares of the company’s stock after selling 13,102 shares during the period. Dimensional U.S. Core Equity 2 ETF accounts for approximately 0.7% of Great Oak Capital Partners LLC’s holdings, making the stock its 14th largest holding. Great Oak Capital Partners LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $2,200,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the business. ORG Partners LLC bought a new position in shares of Dimensional U.S. Core Equity 2 ETF in the third quarter valued at about $25,000. Magnolia Capital Advisors LLC acquired a new position in Dimensional U.S. Core Equity 2 ETF during the 2nd quarter valued at about $29,000. Fortitude Family Office LLC bought a new position in shares of Dimensional U.S. Core Equity 2 ETF in the 3rd quarter valued at about $34,000. Abound Wealth Management grew its position in shares of Dimensional U.S. Core Equity 2 ETF by 644.9% during the 4th quarter. Abound Wealth Management now owns 1,311 shares of the company’s stock worth $45,000 after buying an additional 1,135 shares during the period. Finally, Abich Financial Wealth Management LLC bought a new stake in shares of Dimensional U.S. Core Equity 2 ETF during the second quarter worth approximately $54,000.

Dimensional U.S. Core Equity 2 ETF Stock Performance

Shares of DFAC stock opened at $35.21 on Friday. The firm’s 50 day moving average price is $35.50 and its two-hundred day moving average price is $34.19. Dimensional U.S. Core Equity 2 ETF has a 52-week low of $28.47 and a 52-week high of $36.66. The stock has a market cap of $30.52 billion, a PE ratio of 19.03 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.