Delap Wealth Advisory LLC Has $27.59 Million Position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Delap Wealth Advisory LLC grew its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 85.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 855,696 shares of the company’s stock after acquiring an additional 395,299 shares during the period. Dimensional U.S. Core Equity 2 ETF accounts for 12.7% of Delap Wealth Advisory LLC’s portfolio, making the stock its largest holding. Delap Wealth Advisory LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $27,588,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of DFAC. Fifth Third Bancorp raised its holdings in Dimensional U.S. Core Equity 2 ETF by 12.7% in the 2nd quarter. Fifth Third Bancorp now owns 37,711 shares of the company’s stock worth $1,216,000 after purchasing an additional 4,243 shares during the period. Hoylecohen LLC lifted its holdings in Dimensional U.S. Core Equity 2 ETF by 372.2% during the fourth quarter. Hoylecohen LLC now owns 106,660 shares of the company’s stock valued at $3,118,000 after purchasing an additional 84,074 shares in the last quarter. Glassman Wealth Services lifted its holdings in Dimensional U.S. Core Equity 2 ETF by 12.3% during the fourth quarter. Glassman Wealth Services now owns 1,058,956 shares of the company’s stock valued at $30,953,000 after purchasing an additional 115,904 shares in the last quarter. Atria Wealth Solutions Inc. boosted its position in shares of Dimensional U.S. Core Equity 2 ETF by 2.5% in the second quarter. Atria Wealth Solutions Inc. now owns 47,302 shares of the company’s stock worth $1,525,000 after purchasing an additional 1,147 shares during the period. Finally, Vannoy Advisory Group Inc. purchased a new stake in shares of Dimensional U.S. Core Equity 2 ETF in the fourth quarter worth $35,482,000.

Dimensional U.S. Core Equity 2 ETF Price Performance

Shares of DFAC stock opened at $33.96 on Friday. Dimensional U.S. Core Equity 2 ETF has a one year low of $24.84 and a one year high of $34.24. The company’s fifty day moving average price is $32.99 and its 200-day moving average price is $32.10. The company has a market capitalization of $29.44 billion, a price-to-earnings ratio of 19.03 and a beta of 1.00.

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.