Mowery & Schoenfeld Wealth Management LLC Has $7.41 Million Stock Holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Mowery & Schoenfeld Wealth Management LLC lessened its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 2.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 215,986 shares of the company’s stock after selling 4,849 shares during the period. Dimensional U.S. Core Equity 2 ETF comprises about 11.8% of Mowery & Schoenfeld Wealth Management LLC’s portfolio, making the stock its 3rd biggest position. Mowery & Schoenfeld Wealth Management LLC’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $7,406,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in DFAC. BOS Asset Management LLC lifted its holdings in Dimensional U.S. Core Equity 2 ETF by 2.8% in the second quarter. BOS Asset Management LLC now owns 11,522 shares of the company’s stock valued at $371,000 after buying an additional 314 shares during the period. WPWealth LLP lifted its stake in shares of Dimensional U.S. Core Equity 2 ETF by 0.3% in the 2nd quarter. WPWealth LLP now owns 109,302 shares of the company’s stock valued at $3,524,000 after purchasing an additional 327 shares during the period. Strategic Blueprint LLC grew its stake in Dimensional U.S. Core Equity 2 ETF by 1.7% during the second quarter. Strategic Blueprint LLC now owns 21,162 shares of the company’s stock worth $682,000 after purchasing an additional 350 shares during the period. Total Clarity Wealth Management Inc. grew its stake in Dimensional U.S. Core Equity 2 ETF by 0.4% during the second quarter. Total Clarity Wealth Management Inc. now owns 91,596 shares of the company’s stock worth $2,953,000 after purchasing an additional 385 shares during the period. Finally, Global Wealth Strategies & Associates increased its holdings in Dimensional U.S. Core Equity 2 ETF by 17.1% in the third quarter. Global Wealth Strategies & Associates now owns 2,784 shares of the company’s stock worth $95,000 after purchasing an additional 406 shares in the last quarter.

Dimensional U.S. Core Equity 2 ETF Stock Performance

Shares of Dimensional U.S. Core Equity 2 ETF stock traded down $0.07 on Thursday, reaching $34.45. 335,348 shares of the company’s stock were exchanged, compared to its average volume of 1,594,337. The company has a market capitalization of $29.86 billion, a P/E ratio of 19.03 and a beta of 1.00. Dimensional U.S. Core Equity 2 ETF has a 52 week low of $24.84 and a 52 week high of $35.15. The firm’s 50-day moving average is $33.83 and its two-hundred day moving average is $32.59.

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.