Fortress Wealth Management Inc. Grows Stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Fortress Wealth Management Inc. grew its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 48.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 31,328 shares of the company’s stock after purchasing an additional 10,183 shares during the period. Fortress Wealth Management Inc.’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $1,084,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in DFAC. JPMorgan Chase & Co. raised its stake in Dimensional U.S. Core Equity 2 ETF by 2.4% in the third quarter. JPMorgan Chase & Co. now owns 1,528,034 shares of the company’s stock valued at $52,396,000 after buying an additional 36,331 shares during the last quarter. GEM Asset Management LLC increased its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 30.3% during the third quarter. GEM Asset Management LLC now owns 138,954 shares of the company’s stock valued at $4,724,000 after acquiring an additional 32,300 shares in the last quarter. Atomi Financial Group Inc. purchased a new position in shares of Dimensional U.S. Core Equity 2 ETF in the 4th quarter valued at approximately $257,000. EP Wealth Advisors LLC boosted its stake in Dimensional U.S. Core Equity 2 ETF by 0.3% in the 2nd quarter. EP Wealth Advisors LLC now owns 994,264 shares of the company’s stock worth $32,055,000 after purchasing an additional 2,733 shares in the last quarter. Finally, One Degree Advisors Inc grew its position in Dimensional U.S. Core Equity 2 ETF by 4.3% during the 3rd quarter. One Degree Advisors Inc now owns 1,237,047 shares of the company’s stock worth $42,294,000 after purchasing an additional 50,587 shares during the last quarter.

Dimensional U.S. Core Equity 2 ETF Trading Down 1.1 %

Shares of Dimensional U.S. Core Equity 2 ETF stock opened at $35.60 on Tuesday. The firm’s 50 day simple moving average is $35.51 and its two-hundred day simple moving average is $34.37. The firm has a market capitalization of $30.86 billion, a price-to-earnings ratio of 19.03 and a beta of 1.00. Dimensional U.S. Core Equity 2 ETF has a 12-month low of $29.24 and a 12-month high of $36.66.

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.