Dimensional U.S. Core Equity 2 ETF $DFAC is Wealth Advisors Northwest LLC’s Largest Position

Wealth Advisors Northwest LLC lowered its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 2.5% during the third quarter, Holdings Channel.com reports. The firm owned 1,274,907 shares of the company’s stock after selling 32,360 shares during the period. Dimensional U.S. Core Equity 2 ETF makes up 23.8% of Wealth Advisors Northwest LLC’s holdings, making the stock its biggest holding. Wealth Advisors Northwest LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $49,173,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. CW Advisors LLC acquired a new stake in shares of Dimensional U.S. Core Equity 2 ETF during the 1st quarter worth about $2,959,000. Northwestern Mutual Wealth Management Co. increased its position in shares of Dimensional U.S. Core Equity 2 ETF by 2.4% during the first quarter. Northwestern Mutual Wealth Management Co. now owns 365,722 shares of the company’s stock valued at $12,065,000 after acquiring an additional 8,686 shares during the last quarter. Smartleaf Asset Management LLC raised its stake in shares of Dimensional U.S. Core Equity 2 ETF by 0.5% in the 1st quarter. Smartleaf Asset Management LLC now owns 226,630 shares of the company’s stock valued at $7,433,000 after acquiring an additional 1,143 shares during the period. Orion Capital Management LLC lifted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 15.7% in the 1st quarter. Orion Capital Management LLC now owns 84,988 shares of the company’s stock worth $2,804,000 after acquiring an additional 11,502 shares during the last quarter. Finally, CreativeOne Wealth LLC boosted its position in shares of Dimensional U.S. Core Equity 2 ETF by 21.5% during the 1st quarter. CreativeOne Wealth LLC now owns 226,418 shares of the company’s stock worth $7,470,000 after purchasing an additional 40,048 shares during the period.

Dimensional U.S. Core Equity 2 ETF Stock Performance

Dimensional U.S. Core Equity 2 ETF stock opened at $39.37 on Friday. The company has a market capitalization of $39.44 billion, a PE ratio of 20.75 and a beta of 1.00. Dimensional U.S. Core Equity 2 ETF has a fifty-two week low of $28.39 and a fifty-two week high of $40.21. The firm has a 50 day moving average price of $38.93 and a 200 day moving average price of $37.60.

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.