Avantax Planning Partners Inc. cut its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 1.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 572,251 shares of the company’s stock after selling 7,612 shares during the quarter. Dimensional U.S. Core Equity 2 ETF accounts for 0.7% of Avantax Planning Partners Inc.’s holdings, making the stock its 24th biggest position. Avantax Planning Partners Inc. owned 0.07% of Dimensional U.S. Core Equity 2 ETF worth $19,794,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors and hedge funds also recently modified their holdings of the company. Atomi Financial Group Inc. bought a new stake in shares of Dimensional U.S. Core Equity 2 ETF in the 4th quarter valued at about $257,000. JPMorgan Chase & Co. grew its position in shares of Dimensional U.S. Core Equity 2 ETF by 2.4% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,528,034 shares of the company’s stock valued at $52,396,000 after purchasing an additional 36,331 shares during the period. Keystone Financial Group Inc. acquired a new position in shares of Dimensional U.S. Core Equity 2 ETF in the 4th quarter valued at approximately $3,541,000. Jones Financial Companies Lllp grew its position in shares of Dimensional U.S. Core Equity 2 ETF by 45.8% in the 4th quarter. Jones Financial Companies Lllp now owns 26,952 shares of the company’s stock valued at $932,000 after purchasing an additional 8,467 shares during the period. Finally, Thrivent Financial for Lutherans grew its position in shares of Dimensional U.S. Core Equity 2 ETF by 41.7% in the 3rd quarter. Thrivent Financial for Lutherans now owns 69,920 shares of the company’s stock valued at $2,398,000 after purchasing an additional 20,583 shares during the period.
Dimensional U.S. Core Equity 2 ETF Stock Performance
Shares of DFAC opened at $33.08 on Tuesday. The stock has a 50 day simple moving average of $35.20 and a 200 day simple moving average of $34.90. Dimensional U.S. Core Equity 2 ETF has a 52-week low of $29.99 and a 52-week high of $36.66. The firm has a market capitalization of $31.31 billion, a PE ratio of 22.19 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.
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