SageOak Financial LLC Makes New Investment in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

SageOak Financial LLC purchased a new stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 585,726 shares of the company’s stock, valued at approximately $20,260,000. Dimensional U.S. Core Equity 2 ETF comprises 18.5% of SageOak Financial LLC’s portfolio, making the stock its biggest position. SageOak Financial LLC owned 0.07% of Dimensional U.S. Core Equity 2 ETF at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Abound Wealth Management grew its holdings in Dimensional U.S. Core Equity 2 ETF by 644.9% during the fourth quarter. Abound Wealth Management now owns 1,311 shares of the company’s stock valued at $45,000 after purchasing an additional 1,135 shares during the period. Modus Advisors LLC bought a new position in shares of Dimensional U.S. Core Equity 2 ETF during the fourth quarter worth $58,000. Truvestments Capital LLC acquired a new position in shares of Dimensional U.S. Core Equity 2 ETF in the 3rd quarter valued at $70,000. Fortitude Family Office LLC grew its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 233.0% in the 4th quarter. Fortitude Family Office LLC now owns 3,333 shares of the company’s stock valued at $115,000 after buying an additional 2,332 shares during the period. Finally, Kohmann Bosshard Financial Services LLC acquired a new position in shares of Dimensional U.S. Core Equity 2 ETF in the 4th quarter valued at $116,000.

Dimensional U.S. Core Equity 2 ETF Stock Down 0.9 %

Shares of DFAC stock opened at $33.11 on Wednesday. Dimensional U.S. Core Equity 2 ETF has a 12-month low of $29.99 and a 12-month high of $36.66. The firm has a market capitalization of $31.39 billion, a price-to-earnings ratio of 20.92 and a beta of 1.01. The firm has a fifty day moving average of $34.98 and a 200-day moving average of $34.87.

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.