Asset Dedication LLC Has $172.25 Million Stock Holdings in Dimensional U.S. Core Equity 2 ETF $DFAC

Asset Dedication LLC grew its stake in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 2.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,350,772 shares of the company’s stock after acquiring an additional 88,285 shares during the quarter. Dimensional U.S. Core Equity 2 ETF comprises approximately 11.3% of Asset Dedication LLC’s portfolio, making the stock its biggest position. Asset Dedication LLC owned approximately 0.43% of Dimensional U.S. Core Equity 2 ETF worth $172,247,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Frankly Finances LLC purchased a new stake in shares of Dimensional U.S. Core Equity 2 ETF during the fourth quarter valued at $382,000. AE Wealth Management LLC boosted its position in shares of Dimensional U.S. Core Equity 2 ETF by 17.1% during the fourth quarter. AE Wealth Management LLC now owns 139,229 shares of the company’s stock valued at $5,512,000 after buying an additional 20,315 shares during the last quarter. Grand Wealth Management LLC boosted its position in shares of Dimensional U.S. Core Equity 2 ETF by 2.9% during the fourth quarter. Grand Wealth Management LLC now owns 2,085,651 shares of the company’s stock valued at $82,571,000 after buying an additional 57,891 shares during the last quarter. Private Trust Co. NA boosted its position in shares of Dimensional U.S. Core Equity 2 ETF by 6.0% during the fourth quarter. Private Trust Co. NA now owns 114,706 shares of the company’s stock valued at $4,541,000 after buying an additional 6,455 shares during the last quarter. Finally, Forteris Wealth Management Inc. purchased a new stake in shares of Dimensional U.S. Core Equity 2 ETF during the fourth quarter valued at $3,930,000.

Dimensional U.S. Core Equity 2 ETF Price Performance

Dimensional U.S. Core Equity 2 ETF stock opened at $42.09 on Friday. Dimensional U.S. Core Equity 2 ETF has a one year low of $29.87 and a one year high of $42.29. The stock has a market capitalization of $43.95 billion, a PE ratio of 20.75 and a beta of 0.99. The business’s fifty day moving average is $40.15 and its 200 day moving average is $39.72.

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.