Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) is Summit Wealth Group LLC’s 3rd Largest Position

Summit Wealth Group LLC grew its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 4.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 556,793 shares of the company’s stock after buying an additional 21,715 shares during the period. Dimensional U.S. Core Equity 2 ETF accounts for 5.6% of Summit Wealth Group LLC’s holdings, making the stock its 3rd biggest position. Summit Wealth Group LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $19,259,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Forum Financial Management LP raised its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 0.7% in 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 stake in shares of Dimensional U.S. Core Equity 2 ETF by 0.5% in the third quarter. LPL Financial LLC now owns 17,745,074 shares of the company’s stock worth $608,479,000 after acquiring an additional 88,871 shares during the period. Apella Capital LLC increased its stake in shares of Dimensional U.S. Core Equity 2 ETF by 20.3% in the fourth quarter. Apella Capital LLC now owns 10,595,895 shares of the company’s stock worth $366,512,000 after acquiring an additional 1,789,147 shares during the period. Rockwood Wealth Management LLC increased its stake in shares of Dimensional U.S. Core Equity 2 ETF by 4.0% in the fourth quarter. Rockwood Wealth Management LLC now owns 9,718,387 shares of the company’s stock worth $336,645,000 after acquiring an additional 373,115 shares during the period. Finally, SJS Investment Consulting Inc. increased its stake in shares of Dimensional U.S. Core Equity 2 ETF by 1.2% in the fourth quarter. SJS Investment Consulting Inc. now owns 9,128,342 shares of the company’s stock worth $315,749,000 after acquiring an additional 104,084 shares during the period.

Dimensional U.S. Core Equity 2 ETF Price Performance

NYSEARCA:DFAC opened at $35.00 on Wednesday. The firm has a market capitalization of $30.34 billion, a P/E ratio of 19.03 and a beta of 1.00. Dimensional U.S. Core Equity 2 ETF has a 1-year low of $29.99 and a 1-year high of $36.66. The company’s fifty day moving average price is $35.33 and its 200-day moving average price is $34.82.

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.