Dimensional U.S. Core Equity 2 ETF $DFAC is Ruedi Wealth Management Inc.’s Largest Position

Ruedi Wealth Management Inc. lowered its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 1.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,290,135 shares of the company’s stock after selling 43,072 shares during the period. Dimensional U.S. Core Equity 2 ETF makes up 22.9% of Ruedi Wealth Management Inc.’s investment portfolio, making the stock its largest holding. Ruedi Wealth Management Inc. owned about 0.22% of Dimensional U.S. Core Equity 2 ETF worth $88,995,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Mercer Global Advisors Inc. ADV lifted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 5.1% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 64,358,203 shares of the company’s stock valued at $2,547,944,000 after purchasing an additional 3,126,277 shares during the last quarter. Focus Partners Wealth grew its stake in shares of Dimensional U.S. Core Equity 2 ETF by 0.4% in the 4th quarter. Focus Partners Wealth now owns 42,704,909 shares of the company’s stock worth $1,690,687,000 after buying an additional 180,988 shares during the last quarter. Forum Financial Management LP grew its stake in shares of Dimensional U.S. Core Equity 2 ETF by 3.1% in the 1st quarter. Forum Financial Management LP now owns 42,328,643 shares of the company’s stock worth $1,644,891,000 after buying an additional 1,259,943 shares during the last quarter. LPL Financial LLC increased its position in Dimensional U.S. Core Equity 2 ETF by 1.4% during the 4th quarter. LPL Financial LLC now owns 17,742,346 shares of the company’s stock valued at $702,419,000 after buying an additional 242,867 shares in the last quarter. Finally, Focus Partners Advisor Solutions LLC increased its position in Dimensional U.S. Core Equity 2 ETF by 42.8% during the 4th quarter. Focus Partners Advisor Solutions LLC now owns 15,939,127 shares of the company’s stock valued at $631,030,000 after buying an additional 4,775,954 shares in the last quarter.

Dimensional U.S. Core Equity 2 ETF Stock Performance

Shares of NYSEARCA:DFAC opened at $44.61 on Monday. The stock has a fifty day simple moving average of $43.76 and a two-hundred day simple moving average of $41.61. Dimensional U.S. Core Equity 2 ETF has a 12-month low of $35.83 and a 12-month high of $44.71. The stock has a market capitalization of $47.84 billion, a price-to-earnings ratio of 20.75 and a beta of 0.98.

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.