Heritage Financial Services LLC Grows 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 3.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,144,820 shares of the company’s stock after purchasing an additional 205,801 shares during the quarter. Dimensional U.S. Core Equity 2 ETF makes up 28.4% of Heritage Financial Services LLC’s portfolio, making the stock its largest holding. Heritage Financial Services LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $198,109,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of DFAC. KG&L Capital Management LLC bought a new stake in shares of Dimensional U.S. Core Equity 2 ETF in the 2nd quarter worth about $11,464,000. Elser Financial Planning Inc bought a new stake in Dimensional U.S. Core Equity 2 ETF during the second quarter worth about $625,000. Atria Wealth Solutions Inc. grew its stake in Dimensional U.S. Core Equity 2 ETF by 2.5% during the second quarter. Atria Wealth Solutions Inc. now owns 47,302 shares of the company’s stock worth $1,525,000 after buying an additional 1,147 shares during the last quarter. Fifth Third Bancorp increased its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 12.7% during the second quarter. Fifth Third Bancorp now owns 37,711 shares of the company’s stock worth $1,216,000 after buying an additional 4,243 shares in the last quarter. Finally, Krilogy Financial LLC raised its stake in shares of Dimensional U.S. Core Equity 2 ETF by 16.0% in the second quarter. Krilogy Financial LLC now owns 133,132 shares of the company’s stock valued at $4,292,000 after acquiring an additional 18,351 shares during the last quarter.

Dimensional U.S. Core Equity 2 ETF Stock Performance

Dimensional U.S. Core Equity 2 ETF stock traded down $0.24 on Thursday, reaching $33.22. The company’s stock had a trading volume of 1,258,513 shares, compared to its average volume of 1,608,291. Dimensional U.S. Core Equity 2 ETF has a twelve month low of $24.84 and a twelve month high of $33.88. The company has a market cap of $28.80 billion, a price-to-earnings ratio of 19.03 and a beta of 1.00. The business’s fifty day moving average price is $32.58 and its 200 day moving average price is $31.65.

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.