Dimensional World ex U.S. Core Equity 2 ETF $DFAX Shares Sold by Forum Financial Management LP

Forum Financial Management LP cut its stake in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX) by 2.3% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,093,036 shares of the company’s stock after selling 25,754 shares during the quarter. Dimensional World ex U.S. Core Equity 2 ETF comprises approximately 0.5% of Forum Financial Management LP’s investment portfolio, making the stock its 22nd biggest position. Forum Financial Management LP owned about 0.35% of Dimensional World ex U.S. Core Equity 2 ETF worth $35,775,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Meredith Wealth Planning increased its stake in shares of Dimensional World ex U.S. Core Equity 2 ETF by 1.2% in the 4th quarter. Meredith Wealth Planning now owns 26,149 shares of the company’s stock worth $856,000 after acquiring an additional 310 shares during the last quarter. Chico Wealth RIA grew its position in Dimensional World ex U.S. Core Equity 2 ETF by 3.6% in the 3rd quarter. Chico Wealth RIA now owns 9,376 shares of the company’s stock valued at $294,000 after acquiring an additional 324 shares in the last quarter. WCG Wealth Advisors LLC grew its position in Dimensional World ex U.S. Core Equity 2 ETF by 0.6% in the 3rd quarter. WCG Wealth Advisors LLC now owns 61,556 shares of the company’s stock valued at $1,932,000 after acquiring an additional 340 shares in the last quarter. Cherry Tree Wealth Management LLC grew its position in Dimensional World ex U.S. Core Equity 2 ETF by 0.3% in the 3rd quarter. Cherry Tree Wealth Management LLC now owns 107,691 shares of the company’s stock valued at $3,379,000 after acquiring an additional 349 shares in the last quarter. Finally, Elevate Wealth Advisory Inc. grew its position in Dimensional World ex U.S. Core Equity 2 ETF by 0.8% in the 3rd quarter. Elevate Wealth Advisory Inc. now owns 49,045 shares of the company’s stock valued at $1,539,000 after acquiring an additional 368 shares in the last quarter.

Dimensional World ex U.S. Core Equity 2 ETF Stock Performance

Shares of DFAX opened at $36.94 on Friday. The stock has a 50-day simple moving average of $35.24 and a 200-day simple moving average of $33.52. The stock has a market capitalization of $11.69 billion, a PE ratio of 14.59 and a beta of 0.75. Dimensional World ex U.S. Core Equity 2 ETF has a 1 year low of $25.67 and a 1 year high of $37.20.

About Dimensional World ex U.S. Core Equity 2 ETF

The Dimensional World ex U.S. Core Equity 2 ETF (DFAX) is an exchange-traded fund that mostly invests in small-cap stocks. The fund actively invests in non-US companies around the globe, with a focus on small- cap stocks. DFAX was launched on Mar 6, 2008 and is managed by Dimensional.