Monument Group Wealth Advisors LLC Has $64.55 Million Holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Monument Group Wealth Advisors LLC lessened its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 17.5% in the fourth quarter, HoldingsChannel reports. The fund owned 1,866,160 shares of the company’s stock after selling 395,446 shares during the period. Dimensional U.S. Core Equity 2 ETF accounts for 45.7% of Monument Group Wealth Advisors LLC’s portfolio, making the stock its largest position. Monument Group Wealth Advisors LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $64,551,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of DFAC. Forum Financial Management LP raised its stake in 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 valued at $1,288,634,000 after purchasing an additional 250,182 shares in the last quarter. LPL Financial LLC raised its stake in Dimensional U.S. Core Equity 2 ETF by 0.5% during 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 in the last quarter. Apella Capital LLC raised its stake in Dimensional U.S. Core Equity 2 ETF by 20.3% during 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 in the last quarter. Rockwood Wealth Management LLC raised its stake in Dimensional U.S. Core Equity 2 ETF by 1.7% during the third quarter. Rockwood Wealth Management LLC now owns 9,345,272 shares of the company’s stock worth $320,449,000 after acquiring an additional 159,924 shares in the last quarter. Finally, Geometric Wealth Advisors raised its stake in Dimensional U.S. Core Equity 2 ETF by 2.5% during the third quarter. Geometric Wealth Advisors now owns 7,327,678 shares of the company’s stock worth $251,266,000 after acquiring an additional 175,469 shares in the last quarter.

Dimensional U.S. Core Equity 2 ETF Trading Up 0.7 %

NYSEARCA DFAC traded up $0.26 during trading on Friday, hitting $35.47. 1,788,736 shares of the company’s stock were exchanged, compared to its average volume of 1,923,840. The company has a market cap of $30.75 billion, a PE ratio of 19.03 and a beta of 1.00. Dimensional U.S. Core Equity 2 ETF has a fifty-two week low of $28.59 and a fifty-two week high of $36.66. The stock’s 50 day moving average price is $35.49 and its two-hundred day moving average price is $34.21.

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.