Morton Capital Management LLC CA Has $42.13 Million Stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Morton Capital Management LLC CA lifted its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 2.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,218,070 shares of the company’s stock after purchasing an additional 26,392 shares during the period. Dimensional U.S. Core Equity 2 ETF accounts for about 7.9% of Morton Capital Management LLC CA’s portfolio, making the stock its 5th biggest position. Morton Capital Management LLC CA’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $42,133,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in DFAC. Ritholtz Wealth Management acquired a new position in Dimensional U.S. Core Equity 2 ETF during the fourth quarter worth $215,000. Apella Capital LLC increased its position in shares of 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. Park Avenue Securities LLC raised its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 12.1% in the 4th quarter. Park Avenue Securities LLC now owns 2,550,422 shares of the company’s stock worth $88,219,000 after acquiring an additional 276,190 shares during the last quarter. Henrickson Nauta Wealth Advisors Inc. lifted its position in Dimensional U.S. Core Equity 2 ETF by 0.5% in the 4th quarter. Henrickson Nauta Wealth Advisors Inc. now owns 1,776,952 shares of the company’s stock valued at $61,465,000 after acquiring an additional 7,999 shares in the last quarter. Finally, Fiduciary Financial Group LLC boosted its stake in Dimensional U.S. Core Equity 2 ETF by 3.1% during the 4th quarter. Fiduciary Financial Group LLC now owns 599,856 shares of the company’s stock valued at $20,587,000 after purchasing an additional 17,789 shares during the last quarter.

Dimensional U.S. Core Equity 2 ETF Stock Performance

Shares of DFAC opened at $35.21 on Friday. The firm has a market capitalization of $30.52 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 $28.47 and a 52 week high of $36.66. The stock has a 50 day moving average price of $35.52 and a two-hundred day moving average price of $34.18.

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.