Heritage Wealth Management Inc. CA Cuts Position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Heritage Wealth Management Inc. CA lowered its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 6.0% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 147,850 shares of the company’s stock after selling 9,461 shares during the period. Dimensional U.S. Core Equity 2 ETF accounts for 3.7% of Heritage Wealth Management Inc. CA’s portfolio, making the stock its 6th biggest holding. Heritage Wealth Management Inc. CA’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $5,114,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of DFAC. Prospect Financial Group LLC bought a new position in Dimensional U.S. Core Equity 2 ETF in the 4th quarter worth approximately $4,564,000. CoreFirst Bank & Trust acquired a new position in Dimensional U.S. Core Equity 2 ETF during the 4th quarter worth $268,000. Jackson Thornton Wealth Management LLC grew its stake in shares of Dimensional U.S. Core Equity 2 ETF by 2.9% in the fourth quarter. Jackson Thornton Wealth Management LLC now owns 5,020,164 shares of the company’s stock worth $173,647,000 after purchasing an additional 143,046 shares in the last quarter. Clune & Associates LTD. acquired a new position in shares of Dimensional U.S. Core Equity 2 ETF during the fourth quarter valued at $8,009,000. Finally, LPL Financial LLC raised its stake in shares of Dimensional U.S. Core Equity 2 ETF by 2.4% during the fourth quarter. LPL Financial LLC now owns 18,164,170 shares of the company’s stock valued at $628,299,000 after purchasing an additional 419,096 shares in the last quarter.

Dimensional U.S. Core Equity 2 ETF Stock Up 2.0 %

DFAC stock opened at $33.96 on Tuesday. The company has a 50-day simple moving average of $34.89 and a 200 day simple moving average of $34.88. The company has a market capitalization of $32.20 billion, a P/E ratio of 20.92 and a beta of 1.01. Dimensional U.S. Core Equity 2 ETF has a fifty-two week low of $29.99 and a fifty-two week high of $36.66.

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.