Oakwell Private Wealth Management LLC Lowers Holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Oakwell Private Wealth Management LLC cut its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 0.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 40,714 shares of the company’s stock after selling 387 shares during the period. Dimensional U.S. Core Equity 2 ETF accounts for 0.4% of Oakwell Private Wealth Management LLC’s holdings, making the stock its 28th biggest holding. Oakwell Private Wealth Management LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $1,190,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Envestnet Asset Management Inc. raised its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 10.7% during the 3rd quarter. Envestnet Asset Management Inc. now owns 46,146,403 shares of the company’s stock worth $1,209,036,000 after acquiring an additional 4,455,197 shares in the last quarter. Forum Financial Management LP raised its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 0.6% during the 3rd quarter. Forum Financial Management LP now owns 39,374,171 shares of the company’s stock worth $1,031,603,000 after acquiring an additional 225,134 shares in the last quarter. Mercer Global Advisors Inc. ADV raised its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 20.2% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 34,511,795 shares of the company’s stock worth $904,209,000 after acquiring an additional 5,808,548 shares in the last quarter. SJS Investment Consulting Inc. raised its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 0.6% during the 4th quarter. SJS Investment Consulting Inc. now owns 8,920,046 shares of the company’s stock worth $260,733,000 after acquiring an additional 51,437 shares in the last quarter. Finally, Private Ocean LLC raised its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 17.6% during the 4th quarter. Private Ocean LLC now owns 7,332,654 shares of the company’s stock worth $214,333,000 after acquiring an additional 1,098,381 shares in the last quarter.

Dimensional U.S. Core Equity 2 ETF Stock Performance

Shares of DFAC traded down $0.11 during mid-day trading on Wednesday, hitting $30.33. 525,998 shares of the stock were exchanged, compared to its average volume of 1,623,113. The company has a market cap of $26.15 billion, a PE ratio of 18.54 and a beta of 0.96. Dimensional U.S. Core Equity 2 ETF has a 52-week low of $24.75 and a 52-week high of $32.01. The firm has a 50-day moving average of $31.05 and a two-hundred day moving average of $29.17.

About Dimensional U.S. Core Equity 2 ETF

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.