Vested Financial Planning LLC Takes $38.05 Million Position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Vested Financial Planning LLC acquired a new position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,099,986 shares of the company’s stock, valued at approximately $38,048,000. Dimensional U.S. Core Equity 2 ETF accounts for approximately 36.0% of Vested Financial Planning LLC’s investment portfolio, making the stock its biggest holding. Vested Financial Planning LLC owned about 0.13% of Dimensional U.S. Core Equity 2 ETF at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Sensible Money LLC raised its stake in shares of Dimensional U.S. Core Equity 2 ETF by 1.7% in the 4th quarter. Sensible Money LLC now owns 1,724,030 shares of the company’s stock worth $59,634,000 after buying an additional 28,902 shares in the last quarter. DecisionPoint Financial LLC grew its holdings in Dimensional U.S. Core Equity 2 ETF by 4.9% during the fourth quarter. DecisionPoint Financial LLC now owns 2,998,798 shares of the company’s stock worth $103,728,000 after acquiring an additional 139,038 shares during the period. RAM Investment Partners LLC raised its position in Dimensional U.S. Core Equity 2 ETF by 2.7% in the fourth quarter. RAM Investment Partners LLC now owns 2,642,184 shares of the company’s stock worth $91,393,000 after acquiring an additional 69,269 shares in the last quarter. Summit Wealth & Retirement Planning Inc. acquired a new stake in Dimensional U.S. Core Equity 2 ETF in the 4th quarter valued at about $201,000. Finally, Moloney Securities Asset Management LLC bought a new position in shares of Dimensional U.S. Core Equity 2 ETF during the 4th quarter valued at about $246,000.

Dimensional U.S. Core Equity 2 ETF Price Performance

NYSEARCA DFAC opened at $35.57 on Monday. Dimensional U.S. Core Equity 2 ETF has a 12 month low of $29.57 and a 12 month high of $36.66. The company has a market capitalization of $30.83 billion, a P/E ratio of 19.03 and a beta of 1.00. The company’s 50 day simple moving average is $35.45 and its 200 day simple moving average is $34.53.

Dimensional U.S. Core Equity 2 ETF Company 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.