Axis Wealth Partners LLC Takes Position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Axis Wealth Partners LLC acquired a new position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 38,085 shares of the company’s stock, valued at approximately $1,317,000. Dimensional U.S. Core Equity 2 ETF comprises about 1.1% of Axis Wealth Partners LLC’s investment portfolio, making the stock its 23rd largest holding.

Other hedge funds have also recently added to or reduced their stakes in the company. LPL Financial LLC lifted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 0.5% during the third quarter. LPL Financial LLC now owns 17,745,074 shares of the company’s stock worth $608,479,000 after buying an additional 88,871 shares during the last quarter. Apella Capital LLC raised its stake in Dimensional U.S. Core Equity 2 ETF by 20.3% during the 4th quarter. Apella Capital LLC now owns 10,595,895 shares of the company’s stock valued at $366,512,000 after purchasing an additional 1,789,147 shares during the last quarter. Rockwood Wealth Management LLC boosted its holdings in Dimensional U.S. Core Equity 2 ETF by 4.0% in the 4th quarter. Rockwood Wealth Management LLC now owns 9,718,387 shares of the company’s stock valued at $336,645,000 after purchasing an additional 373,115 shares during the period. SJS Investment Consulting Inc. grew its position in Dimensional U.S. Core Equity 2 ETF by 1.2% in the 4th quarter. SJS Investment Consulting Inc. now owns 9,128,342 shares of the company’s stock worth $315,749,000 after purchasing an additional 104,084 shares during the last quarter. Finally, Wealthspire Advisors LLC increased its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 1.0% during the 4th quarter. Wealthspire Advisors LLC now owns 7,976,206 shares of the company’s stock worth $275,897,000 after purchasing an additional 75,171 shares during the period.

Dimensional U.S. Core Equity 2 ETF Stock Performance

Shares of DFAC opened at $33.89 on Friday. Dimensional U.S. Core Equity 2 ETF has a 52 week low of $29.99 and a 52 week high of $36.66. The firm has a market capitalization of $32.08 billion, a P/E ratio of 22.19 and a beta of 1.01. The company has a 50-day simple moving average of $35.23 and a 200-day simple moving average of $34.89.

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.