Waterfront Wealth Inc. Has $9.41 Million Holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Waterfront Wealth Inc. increased its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) by 0.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 271,983 shares of the company’s stock after buying an additional 599 shares during the period. Dimensional U.S. Core Equity 2 ETF accounts for about 2.3% of Waterfront Wealth Inc.’s investment portfolio, making the stock its 4th biggest holding. Waterfront Wealth Inc.’s holdings in Dimensional U.S. Core Equity 2 ETF were worth $9,408,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Forum Financial Management LP boosted its holdings in Dimensional U.S. Core Equity 2 ETF by 0.7% during the third 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 last quarter. LPL Financial LLC raised its position in shares of 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 valued at $608,479,000 after purchasing an additional 88,871 shares during the period. Apella Capital LLC raised its position in shares of Dimensional U.S. Core Equity 2 ETF by 20.3% in the fourth quarter. Apella Capital LLC now owns 10,595,895 shares of the company’s stock valued at $366,512,000 after purchasing an additional 1,789,147 shares during the period. Rockwood Wealth Management LLC increased its position in Dimensional U.S. Core Equity 2 ETF by 4.0% during the fourth quarter. Rockwood Wealth Management LLC now owns 9,718,387 shares of the company’s stock worth $336,645,000 after acquiring an additional 373,115 shares during the period. Finally, SJS Investment Consulting Inc. increased its position in Dimensional U.S. Core Equity 2 ETF by 1.2% during the fourth quarter. SJS Investment Consulting Inc. now owns 9,128,342 shares of the company’s stock worth $315,749,000 after acquiring an additional 104,084 shares during the period.

Dimensional U.S. Core Equity 2 ETF Stock Performance

NYSEARCA:DFAC opened at $35.88 on Friday. Dimensional U.S. Core Equity 2 ETF has a 52 week low of $29.89 and a 52 week high of $36.66. The firm has a market cap of $31.10 billion, a price-to-earnings ratio of 19.03 and a beta of 1.00. The firm’s 50-day simple moving average is $35.37 and its 200 day simple moving average is $34.70.

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.