Dimensional U.S. Core Equity 2 ETF $DFAC is Ballentine Capital Advisors Inc’s Largest Position

Ballentine Capital Advisors Inc raised its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 1.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,521,781 shares of the company’s stock after acquiring an additional 14,443 shares during the quarter. Dimensional U.S. Core Equity 2 ETF makes up 26.0% of Ballentine Capital Advisors Inc’s investment portfolio, making the stock its largest holding. Ballentine Capital Advisors Inc owned 0.15% of Dimensional U.S. Core Equity 2 ETF worth $58,695,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Wealthcare Capital Partners LLC grew its holdings in Dimensional U.S. Core Equity 2 ETF by 3.8% during the second quarter. Wealthcare Capital Partners LLC now owns 8,131 shares of the company’s stock valued at $291,000 after purchasing an additional 295 shares during the last quarter. Capital Investment Advisors LLC boosted its holdings in Dimensional U.S. Core Equity 2 ETF by 2.7% during the second quarter. Capital Investment Advisors LLC now owns 11,304 shares of the company’s stock valued at $405,000 after purchasing an additional 301 shares in the last quarter. Partners in Financial Planning grew its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 1.5% in the 2nd quarter. Partners in Financial Planning now owns 21,001 shares of the company’s stock worth $753,000 after purchasing an additional 316 shares during the last quarter. Confluence Wealth Services Inc. increased its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 1.4% during the second quarter. Confluence Wealth Services Inc. now owns 23,383 shares of the company’s stock worth $838,000 after buying an additional 325 shares in the last quarter. Finally, Moors & Cabot Inc. lifted its position in shares of Dimensional U.S. Core Equity 2 ETF by 2.1% during the second quarter. Moors & Cabot Inc. now owns 16,216 shares of the company’s stock worth $581,000 after purchasing an additional 335 shares in the last quarter.

Dimensional U.S. Core Equity 2 ETF Trading Down 0.8%

Shares of DFAC opened at $39.59 on Friday. The stock has a market cap of $39.66 billion, a P/E ratio of 20.75 and a beta of 1.00. The stock’s 50-day moving average price is $39.24 and its two-hundred day moving average price is $37.96. Dimensional U.S. Core Equity 2 ETF has a 1 year low of $28.39 and a 1 year high of $40.21.

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.