LRI Investments LLC Increases Holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

LRI Investments LLC boosted its stake in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 0.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,483,760 shares of the company’s stock after acquiring an additional 11,510 shares during the quarter. Dimensional U.S. Core Equity 2 ETF accounts for 7.4% of LRI Investments LLC’s portfolio, making the stock its 2nd largest position. LRI Investments LLC owned about 0.29% of Dimensional U.S. Core Equity 2 ETF worth $85,913,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. City State Bank grew its position in Dimensional U.S. Core Equity 2 ETF by 11.9% during the 4th quarter. City State Bank now owns 50,328 shares of the company’s stock worth $1,741,000 after acquiring an additional 5,353 shares during the last quarter. Kades & Cheifetz LLC bought a new position in Dimensional U.S. Core Equity 2 ETF in the 4th quarter valued at $988,000. Abound Wealth Management boosted its stake in Dimensional U.S. Core Equity 2 ETF by 644.9% in the fourth quarter. Abound Wealth Management now owns 1,311 shares of the company’s stock worth $45,000 after purchasing an additional 1,135 shares in the last quarter. Conrad Siegel Investment Advisors Inc. grew its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 0.9% during the fourth quarter. Conrad Siegel Investment Advisors Inc. now owns 3,032,091 shares of the company’s stock worth $104,880,000 after purchasing an additional 27,858 shares during the last quarter. Finally, Horizon Wealth Management LLC increased its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 17.2% in the fourth quarter. Horizon Wealth Management LLC now owns 10,842 shares of the company’s stock valued at $375,000 after purchasing an additional 1,591 shares in the last quarter.

Dimensional U.S. Core Equity 2 ETF Price Performance

DFAC stock opened at $33.06 on Monday. The company has a 50 day moving average price of $32.27 and a 200 day moving average price of $34.32. Dimensional U.S. Core Equity 2 ETF has a fifty-two week low of $28.39 and a fifty-two week high of $36.66. The stock has a market capitalization of $31.42 billion, a PE ratio of 18.87 and a beta of 1.01.

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.