Monument Group Wealth Advisors LLC Invests $43.82 Million in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Monument Group Wealth Advisors LLC acquired a new stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 1,499,146 shares of the company’s stock, valued at approximately $43,820,000. Dimensional U.S. Core Equity 2 ETF makes up approximately 37.4% of Monument Group Wealth Advisors LLC’s investment portfolio, making the stock its largest position. Monument Group Wealth Advisors LLC owned approximately 0.19% of Dimensional U.S. Core Equity 2 ETF as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. IFP Advisors Inc increased its stake in Dimensional U.S. Core Equity 2 ETF by 20.1% in the 3rd quarter. IFP Advisors Inc now owns 23,720 shares of the company’s stock worth $621,000 after purchasing an additional 3,966 shares during the period. McBroom & Associates LLC purchased a new position in shares of Dimensional U.S. Core Equity 2 ETF in the third quarter worth $246,000. Applied Capital LLC increased its stake in shares of Dimensional U.S. Core Equity 2 ETF by 2.6% in the third quarter. Applied Capital LLC now owns 1,111,056 shares of the company’s stock worth $29,110,000 after buying an additional 28,537 shares during the period. Five Oceans Advisors raised its holdings in Dimensional U.S. Core Equity 2 ETF by 20.4% during the 3rd quarter. Five Oceans Advisors now owns 313,443 shares of the company’s stock valued at $8,212,000 after buying an additional 53,128 shares during the last quarter. Finally, Firethorn Wealth Partners LLC boosted its position in Dimensional U.S. Core Equity 2 ETF by 11.8% during the 3rd quarter. Firethorn Wealth Partners LLC now owns 480,070 shares of the company’s stock valued at $12,578,000 after buying an additional 50,828 shares during the period.

Dimensional U.S. Core Equity 2 ETF Stock Performance

NYSEARCA DFAC opened at $30.73 on Wednesday. The stock has a market cap of $26.50 billion, a P/E ratio of 18.54 and a beta of 0.96. Dimensional U.S. Core Equity 2 ETF has a fifty-two week low of $24.75 and a fifty-two week high of $32.01. The stock has a 50 day simple moving average of $31.00 and a two-hundred day simple moving average of $29.02.

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.