Dimensional U.S. Core Equity 2 ETF $DFAC is HBE Wealth Management LLC’s 7th Largest Position

HBE Wealth Management LLC lifted its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 11.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 166,377 shares of the company’s stock after buying an additional 16,560 shares during the period. Dimensional U.S. Core Equity 2 ETF comprises approximately 5.6% of HBE Wealth Management LLC’s portfolio, making the stock its 7th biggest position. HBE Wealth Management LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $6,465,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of DFAC. Greenspring Advisors LLC raised its position in Dimensional U.S. Core Equity 2 ETF by 74.3% during the fourth quarter. Greenspring Advisors LLC now owns 13,253,011 shares of the company’s stock valued at $524,687,000 after buying an additional 5,647,549 shares during the period. Focus Partners Advisor Solutions LLC lifted its stake in Dimensional U.S. Core Equity 2 ETF by 42.8% in the 4th quarter. Focus Partners Advisor Solutions LLC now owns 15,939,127 shares of the company’s stock worth $631,030,000 after acquiring an additional 4,775,954 shares in the last quarter. Mercer Global Advisors Inc. ADV lifted its stake in Dimensional U.S. Core Equity 2 ETF by 8.3% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 61,231,926 shares of the company’s stock worth $2,361,716,000 after acquiring an additional 4,669,622 shares in the last quarter. Burton Enright Welch acquired a new stake in Dimensional U.S. Core Equity 2 ETF during the 4th quarter worth about $145,627,000. Finally, Financial Plan Inc. acquired a new stake in Dimensional U.S. Core Equity 2 ETF during the 4th quarter worth about $132,114,000.

Dimensional U.S. Core Equity 2 ETF Price Performance

NYSEARCA:DFAC opened at $44.25 on Friday. Dimensional U.S. Core Equity 2 ETF has a fifty-two week low of $35.83 and a fifty-two week high of $44.71. The stock’s 50-day moving average is $43.53 and its two-hundred day moving average is $41.42. The stock has a market cap of $47.26 billion, a PE ratio of 20.75 and a beta of 0.98.

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.