ShankerValleau Wealth Advisors Inc. Has $71.67 Million Stock Position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

ShankerValleau Wealth Advisors Inc. trimmed its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 3.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,071,915 shares of the company’s stock after selling 68,679 shares during the quarter. Dimensional U.S. Core Equity 2 ETF accounts for 23.0% of ShankerValleau Wealth Advisors Inc.’s holdings, making the stock its largest holding. ShankerValleau Wealth Advisors Inc. owned 0.24% of Dimensional U.S. Core Equity 2 ETF worth $71,668,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the company. Envestnet Asset Management Inc. grew its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 3.1% during the 2nd quarter. Envestnet Asset Management Inc. now owns 53,433,075 shares of the company’s stock valued at $1,722,682,000 after purchasing an additional 1,598,446 shares during the last quarter. Mercer Global Advisors Inc. ADV boosted its position in Dimensional U.S. Core Equity 2 ETF by 5.8% in the second quarter. Mercer Global Advisors Inc. ADV now owns 47,667,442 shares of the company’s stock valued at $1,476,782,000 after buying an additional 2,612,418 shares in the last quarter. Forum Financial Management LP grew its stake in shares of Dimensional U.S. Core Equity 2 ETF by 0.7% during the third quarter. Forum Financial Management LP now owns 37,580,449 shares of the company’s stock worth $1,288,634,000 after buying an additional 250,182 shares during the last quarter. LPL Financial LLC increased its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 0.5% during the third quarter. LPL Financial LLC now owns 17,745,074 shares of the company’s stock worth $608,479,000 after buying an additional 88,871 shares in the last quarter. Finally, Rockwood Wealth Management LLC lifted its stake in shares of Dimensional U.S. Core Equity 2 ETF by 1.7% in the 3rd quarter. Rockwood Wealth Management LLC now owns 9,345,272 shares of the company’s stock valued at $320,449,000 after acquiring an additional 159,924 shares during the last quarter.

Dimensional U.S. Core Equity 2 ETF Trading Up 0.5 %

NYSEARCA:DFAC traded up $0.16 during trading hours on Monday, hitting $35.10. 1,782,394 shares of the company were exchanged, compared to its average volume of 1,961,665. The stock has a market capitalization of $30.42 billion, a price-to-earnings ratio of 19.03 and a beta of 1.00. Dimensional U.S. Core Equity 2 ETF has a one year low of $28.47 and a one year high of $36.66. The company has a fifty day simple moving average of $35.48 and a 200 day simple moving average of $34.05.

About Dimensional U.S. Core Equity 2 ETF

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.