Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) Stake Trimmed by Cassady Schiller Wealth Management LLC

Cassady Schiller Wealth Management LLC lowered its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 2.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 146,892 shares of the company’s stock after selling 3,603 shares during the quarter. Dimensional U.S. Core Equity 2 ETF makes up 1.9% of Cassady Schiller Wealth Management LLC’s investment portfolio, making the stock its 9th largest holding. Cassady Schiller Wealth Management LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $5,081,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of DFAC. Essential Planning LLC. increased its stake in Dimensional U.S. Core Equity 2 ETF by 6,720.0% in the 4th quarter. Essential Planning LLC. now owns 3,940,670 shares of the company’s stock worth $138,755,000 after purchasing an additional 3,882,889 shares in the last quarter. Raymond James Financial Inc. purchased a new position in Dimensional U.S. Core Equity 2 ETF in the 4th quarter worth about $122,209,000. United Wealth Management LLC purchased a new position in Dimensional U.S. Core Equity 2 ETF in the 4th quarter worth about $108,673,000. Warburton Capital Management LLC purchased a new position in Dimensional U.S. Core Equity 2 ETF in the 4th quarter worth about $78,267,000. Finally, Apella Capital LLC boosted its position 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 worth $366,512,000 after acquiring an additional 1,789,147 shares during the period.

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

Shares of NYSEARCA DFAC opened at $33.11 on Monday. Dimensional U.S. Core Equity 2 ETF has a one year low of $29.99 and a one year high of $36.66. The firm has a market capitalization of $31.34 billion, a PE ratio of 22.19 and a beta of 1.01. The business has a 50-day moving average price of $35.05 and a two-hundred day moving average price of $34.88.

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.