Cassady Schiller Wealth Management LLC trimmed its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 2.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 146,892 shares of the company’s stock after selling 3,603 shares during the quarter. Dimensional U.S. Core Equity 2 ETF makes up about 1.9% of Cassady Schiller Wealth Management LLC’s investment portfolio, making the stock its 9th largest holding. Cassady Schiller Wealth Management LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $5,081,000 at the end of the most recent reporting period.
Several other institutional investors have also made changes to their positions in the company. Continuum Advisory LLC lifted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 7.1% during the 3rd quarter. Continuum Advisory LLC now owns 4,605 shares of the company’s stock valued at $164,000 after buying an additional 304 shares during the last quarter. Von Berge Wealth Management Group LLC lifted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 4.0% during the 3rd quarter. Von Berge Wealth Management Group LLC now owns 9,007 shares of the company’s stock valued at $322,000 after buying an additional 350 shares during the last quarter. Verus Capital Partners LLC lifted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 4.7% during the 4th quarter. Verus Capital Partners LLC now owns 7,951 shares of the company’s stock valued at $275,000 after buying an additional 354 shares during the last quarter. GEM Asset Management LLC lifted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 0.3% during the 4th quarter. GEM Asset Management LLC now owns 139,350 shares of the company’s stock valued at $4,820,000 after buying an additional 396 shares during the last quarter. Finally, Blume Capital Management Inc. lifted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 3.2% during the 4th quarter. Blume Capital Management Inc. now owns 12,797 shares of the company’s stock valued at $443,000 after buying an additional 400 shares during the last quarter.
Dimensional U.S. Core Equity 2 ETF Price Performance
Shares of Dimensional U.S. Core Equity 2 ETF stock opened at $33.11 on Monday. The stock has a 50-day simple moving average of $35.05 and a 200-day simple moving average of $34.88. Dimensional U.S. Core Equity 2 ETF has a 52-week low of $29.99 and a 52-week high of $36.66. The firm has a market cap of $31.34 billion, a price-to-earnings ratio of 22.19 and a beta of 1.01.
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.
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