Stone Summit Wealth LLC Reduces Stock Holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Stone Summit Wealth LLC trimmed its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 1.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 122,778 shares of the company’s stock after selling 1,239 shares during the period. Dimensional U.S. Core Equity 2 ETF accounts for about 1.4% of Stone Summit Wealth LLC’s investment portfolio, making the stock its 21st biggest holding. Stone Summit Wealth LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $4,247,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently modified their holdings of DFAC. Sanctuary Advisors LLC purchased a new stake in Dimensional U.S. Core Equity 2 ETF in the second quarter worth about $268,000. Northwest Capital Management Inc bought a new position in shares of Dimensional U.S. Core Equity 2 ETF in the 3rd quarter worth approximately $106,000. Shore Point Advisors LLC purchased a new position in shares of Dimensional U.S. Core Equity 2 ETF in the 3rd quarter valued at approximately $644,000. City State Bank boosted its position in shares of Dimensional U.S. Core Equity 2 ETF by 17.5% during the third quarter. City State Bank now owns 44,975 shares of the company’s stock valued at $1,542,000 after purchasing an additional 6,688 shares in the last quarter. Finally, Retirement Planning Group LLC grew its stake in Dimensional U.S. Core Equity 2 ETF by 7.7% in the third quarter. Retirement Planning Group LLC now owns 100,620 shares of the company’s stock worth $3,450,000 after purchasing an additional 7,170 shares during the period.

Dimensional U.S. Core Equity 2 ETF Trading Down 0.9 %

Shares of Dimensional U.S. Core Equity 2 ETF stock 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 firm has a market capitalization of $30.83 billion, a P/E ratio of 19.03 and a beta of 1.00. The business has a fifty day simple moving average of $35.45 and a two-hundred day simple moving average of $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.