Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) is Summit Wealth Group LLC’s 3rd Largest Position

Summit Wealth Group LLC lifted its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 4.1% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 556,793 shares of the company’s stock after purchasing an additional 21,715 shares during the period. Dimensional U.S. Core Equity 2 ETF comprises 5.6% of Summit Wealth Group LLC’s holdings, making the stock its 3rd biggest position. Summit Wealth Group LLC owned 0.06% of Dimensional U.S. Core Equity 2 ETF worth $19,259,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the business. CPA Asset Management LLC lifted its position in Dimensional U.S. Core Equity 2 ETF by 14.6% during the fourth quarter. CPA Asset Management LLC now owns 14,976 shares of the company’s stock valued at $518,000 after acquiring an additional 1,912 shares during the last quarter. Daner Wealth Management LLC purchased a new stake in Dimensional U.S. Core Equity 2 ETF during the fourth quarter valued at approximately $18,233,000. Strategent Financial LLC purchased a new stake in Dimensional U.S. Core Equity 2 ETF during the fourth quarter valued at approximately $2,292,000. FourThought Financial Partners LLC purchased a new stake in Dimensional U.S. Core Equity 2 ETF during the fourth quarter valued at approximately $228,000. Finally, Bank of New York Mellon Corp lifted its position in Dimensional U.S. Core Equity 2 ETF by 133.2% during the fourth quarter. Bank of New York Mellon Corp now owns 31,046 shares of the company’s stock valued at $1,074,000 after acquiring an additional 17,735 shares during the last quarter.

Dimensional U.S. Core Equity 2 ETF Stock Down 0.3 %

NYSEARCA:DFAC opened at $35.00 on Wednesday. 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 50 day moving average of $35.33 and a 200 day moving average of $34.82. The stock has a market capitalization of $30.34 billion, a price-to-earnings ratio of 19.03 and a beta of 1.00.

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.