Platform Wealth Management LLC Makes New $40.88 Million Investment in Dimensional U.S. Core Equity 2 ETF $DFAC

Platform Wealth Management LLC acquired a new position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 1,032,484 shares of the company’s stock, valued at approximately $40,876,000. Dimensional U.S. Core Equity 2 ETF accounts for approximately 10.9% of Platform Wealth Management LLC’s portfolio, making the stock its 2nd biggest holding.

A number of other institutional investors have also recently bought and sold shares of the business. Gradient Capital Advisors LLC boosted its position in Dimensional U.S. Core Equity 2 ETF by 1.1% during the 4th quarter. Gradient Capital Advisors LLC now owns 24,803 shares of the company’s stock worth $982,000 after acquiring an additional 273 shares during the period. Kestra Private Wealth Services LLC boosted its position in Dimensional U.S. Core Equity 2 ETF by 0.6% during the 3rd quarter. Kestra Private Wealth Services LLC now owns 49,741 shares of the company’s stock worth $1,918,000 after acquiring an additional 281 shares during the period. Legacy Wealth Management Inc boosted its position in Dimensional U.S. Core Equity 2 ETF by 5.1% during the 4th quarter. Legacy Wealth Management Inc now owns 6,256 shares of the company’s stock worth $248,000 after acquiring an additional 305 shares during the period. IFP Advisors Inc boosted its position in Dimensional U.S. Core Equity 2 ETF by 1.0% during the 4th quarter. IFP Advisors Inc now owns 31,887 shares of the company’s stock worth $1,262,000 after acquiring an additional 325 shares during the period. Finally, Ancora Advisors LLC boosted its position in Dimensional U.S. Core Equity 2 ETF by 30.7% during the 3rd quarter. Ancora Advisors LLC now owns 1,401 shares of the company’s stock worth $54,000 after acquiring an additional 329 shares during the period.

Dimensional U.S. Core Equity 2 ETF Price Performance

Shares of Dimensional U.S. Core Equity 2 ETF stock opened at $44.19 on Thursday. The firm has a market cap of $46.34 billion, a price-to-earnings ratio of 20.75 and a beta of 0.98. Dimensional U.S. Core Equity 2 ETF has a 52-week low of $34.43 and a 52-week high of $44.53. The stock has a 50-day simple moving average of $41.84 and a 200-day simple moving average of $40.68.

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.