Dimensional U.S. Core Equity 2 ETF $DFAC is Modera Wealth Management LLC’s 9th Largest Position

Modera Wealth Management LLC cut its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 3.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,848,102 shares of the company’s stock after selling 148,335 shares during the period. Dimensional U.S. Core Equity 2 ETF accounts for 2.2% of Modera Wealth Management LLC’s portfolio, making the stock its 9th largest position. Modera Wealth Management LLC owned approximately 0.48% of Dimensional U.S. Core Equity 2 ETF worth $191,936,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently added to or reduced their stakes in the stock. SJS Investment Consulting Inc. raised its holdings in Dimensional U.S. Core Equity 2 ETF by 1.4% in the fourth quarter. SJS Investment Consulting Inc. now owns 9,111,768 shares of the company’s stock valued at $360,735,000 after acquiring an additional 122,216 shares in the last quarter. Apella Capital LLC raised its holdings in Dimensional U.S. Core Equity 2 ETF by 2.9% in the fourth quarter. Apella Capital LLC now owns 13,914,954 shares of the company’s stock valued at $550,893,000 after acquiring an additional 394,315 shares in the last quarter. Flagship Harbor Advisors LLC acquired a new stake in Dimensional U.S. Core Equity 2 ETF in the fourth quarter valued at $72,000. Leading Edge Financial Planning LLC raised its holdings in Dimensional U.S. Core Equity 2 ETF by 16.4% in the fourth quarter. Leading Edge Financial Planning LLC now owns 7,943 shares of the company’s stock valued at $314,000 after acquiring an additional 1,119 shares in the last quarter. Finally, Sound Income Strategies LLC acquired a new stake in Dimensional U.S. Core Equity 2 ETF in the fourth quarter valued at $105,000.

Dimensional U.S. Core Equity 2 ETF Price Performance

DFAC opened at $39.38 on Tuesday. The stock has a market capitalization of $40.92 billion, a PE ratio of 20.75 and a beta of 1.00. The firm’s fifty day moving average price is $40.15 and its 200 day moving average price is $39.58. Dimensional U.S. Core Equity 2 ETF has a 12-month low of $28.39 and a 12-month high of $41.64.

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.