Avion Wealth Sells 17,567 Shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Avion Wealth lowered its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 5.4% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 310,246 shares of the company’s stock after selling 17,567 shares during the period. Dimensional U.S. Core Equity 2 ETF comprises about 2.8% of Avion Wealth’s investment portfolio, making the stock its 11th biggest holding. Avion Wealth’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $10,731,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Forum Financial Management LP lifted its position in shares of Dimensional U.S. Core Equity 2 ETF by 0.7% in the 3rd quarter. Forum Financial Management LP now owns 37,580,449 shares of the company’s stock worth $1,288,634,000 after purchasing an additional 250,182 shares during the period. LPL Financial LLC raised its holdings in Dimensional U.S. Core Equity 2 ETF by 0.5% in the third quarter. LPL Financial LLC now owns 17,745,074 shares of the company’s stock worth $608,479,000 after purchasing an additional 88,871 shares in the last quarter. Apella Capital LLC lifted its position in 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 valued at $366,512,000 after buying an additional 1,789,147 shares during the period. Rockwood Wealth Management LLC boosted its holdings in shares of Dimensional U.S. Core Equity 2 ETF by 4.0% during the 4th quarter. Rockwood Wealth Management LLC now owns 9,718,387 shares of the company’s stock valued at $336,645,000 after buying an additional 373,115 shares in the last quarter. Finally, SJS Investment Consulting Inc. grew its position in shares of Dimensional U.S. Core Equity 2 ETF by 1.2% in the 4th quarter. SJS Investment Consulting Inc. now owns 9,128,342 shares of the company’s stock worth $315,749,000 after buying an additional 104,084 shares during the period.

Dimensional U.S. Core Equity 2 ETF Stock Performance

Shares of DFAC stock opened at $35.76 on Wednesday. The company has a market capitalization of $31.00 billion, a price-to-earnings ratio of 19.03 and a beta of 1.00. Dimensional U.S. Core Equity 2 ETF has a one year low of $29.57 and a one year high of $36.66. The company’s 50-day moving average is $35.42 and its 200 day moving average is $34.57.

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.