Heritage Financial Services LLC Increases Stock Position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Heritage Financial Services LLC increased its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 0.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,566,052 shares of the company’s stock after purchasing an additional 47,248 shares during the period. Dimensional U.S. Core Equity 2 ETF makes up approximately 27.7% of Heritage Financial Services LLC’s holdings, making the stock its biggest position. Heritage Financial Services LLC owned 0.72% of Dimensional U.S. Core Equity 2 ETF worth $162,696,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the company. Envestnet Asset Management Inc. raised its position in Dimensional U.S. Core Equity 2 ETF by 10.7% in the 3rd quarter. Envestnet Asset Management Inc. now owns 46,146,403 shares of the company’s stock worth $1,209,036,000 after buying an additional 4,455,197 shares during the last quarter. Forum Financial Management LP raised its position in Dimensional U.S. Core Equity 2 ETF by 0.6% in the 3rd quarter. Forum Financial Management LP now owns 39,374,171 shares of the company’s stock worth $1,031,603,000 after buying an additional 225,134 shares during the last quarter. Mercer Global Advisors Inc. ADV raised its position in Dimensional U.S. Core Equity 2 ETF by 20.2% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 34,511,795 shares of the company’s stock worth $904,209,000 after buying an additional 5,808,548 shares during the last quarter. Commonwealth Equity Services LLC raised its position in Dimensional U.S. Core Equity 2 ETF by 3.2% in the 3rd quarter. Commonwealth Equity Services LLC now owns 10,124,499 shares of the company’s stock worth $265,262,000 after buying an additional 317,304 shares during the last quarter. Finally, SJS Investment Consulting Inc. raised its position in Dimensional U.S. Core Equity 2 ETF by 0.6% in the 4th quarter. SJS Investment Consulting Inc. now owns 8,920,046 shares of the company’s stock worth $260,733,000 after buying an additional 51,437 shares during the last quarter.

Dimensional U.S. Core Equity 2 ETF Stock Up 0.8 %

NYSEARCA DFAC opened at $30.83 on Friday. Dimensional U.S. Core Equity 2 ETF has a 52 week low of $24.75 and a 52 week high of $32.01. The firm has a market capitalization of $26.58 billion, a P/E ratio of 18.54 and a beta of 0.96. The company has a 50-day moving average price of $31.03 and a 200-day moving average price of $29.09.

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.