Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) Shares Purchased by Montis Financial LLC

Montis Financial LLC increased its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 181.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 196,899 shares of the company’s stock after purchasing an additional 127,055 shares during the quarter. Dimensional U.S. Core Equity 2 ETF accounts for approximately 2.1% of Montis Financial LLC’s investment portfolio, making the stock its 13th largest holding. Montis Financial LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $6,811,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of 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 purchasing an additional 88,871 shares during the period. Apella Capital LLC lifted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 20.3% during the fourth quarter. Apella Capital LLC now owns 10,595,895 shares of the company’s stock worth $366,512,000 after purchasing an additional 1,789,147 shares during the period. Commonwealth Equity Services LLC lifted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 5.3% during the fourth quarter. Commonwealth Equity Services LLC now owns 10,282,671 shares of the company’s stock worth $355,678,000 after purchasing an additional 514,078 shares during the period. Rockwood Wealth Management LLC lifted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 4.0% during the fourth quarter. Rockwood Wealth Management LLC now owns 9,718,387 shares of the company’s stock worth $336,645,000 after purchasing an additional 373,115 shares during the period. Finally, SJS Investment Consulting Inc. lifted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 1.2% during the fourth 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 period.

Dimensional U.S. Core Equity 2 ETF Stock Up 2.1 %

Dimensional U.S. Core Equity 2 ETF stock opened at $33.11 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 company has a market capitalization of $31.34 billion, a price-to-earnings ratio of 22.19 and a beta of 1.01. The stock has a 50-day moving average price of $35.05 and a 200 day moving average price of $34.86.

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.