Planning Center Inc. decreased its position in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 7.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,608,713 shares of the company’s stock after selling 197,376 shares during the quarter. Dimensional World ex U.S. Core Equity 2 ETF comprises approximately 8.7% of Planning Center Inc.’s holdings, making the stock its 3rd largest position. Planning Center Inc.’s holdings in Dimensional World ex U.S. Core Equity 2 ETF were worth $85,383,000 at the end of the most recent quarter.
Several other institutional investors have also modified their holdings of the company. Meredith Wealth Planning lifted its holdings in shares of Dimensional World ex U.S. Core Equity 2 ETF by 1.2% in the fourth quarter. Meredith Wealth Planning now owns 26,149 shares of the company’s stock valued at $856,000 after buying an additional 310 shares during the period. Chico Wealth RIA lifted its holdings in shares of Dimensional World ex U.S. Core Equity 2 ETF by 3.6% in the third quarter. Chico Wealth RIA now owns 9,376 shares of the company’s stock valued at $294,000 after buying an additional 324 shares during the period. WCG Wealth Advisors LLC lifted its holdings in shares of Dimensional World ex U.S. Core Equity 2 ETF by 0.6% in the third quarter. WCG Wealth Advisors LLC now owns 61,556 shares of the company’s stock valued at $1,932,000 after buying an additional 340 shares during the period. Cherry Tree Wealth Management LLC lifted its holdings in shares of Dimensional World ex U.S. Core Equity 2 ETF by 0.3% in the third quarter. Cherry Tree Wealth Management LLC now owns 107,691 shares of the company’s stock valued at $3,379,000 after buying an additional 349 shares during the period. Finally, Elevate Wealth Advisory Inc. lifted its holdings in shares of Dimensional World ex U.S. Core Equity 2 ETF by 0.8% in the third quarter. Elevate Wealth Advisory Inc. now owns 49,045 shares of the company’s stock valued at $1,539,000 after buying an additional 368 shares during the period.
Dimensional World ex U.S. Core Equity 2 ETF Stock Up 2.2%
Shares of Dimensional World ex U.S. Core Equity 2 ETF stock opened at $36.64 on Friday. The firm has a market cap of $11.61 billion, a price-to-earnings ratio of 14.59 and a beta of 0.75. The business has a fifty day simple moving average of $35.25 and a 200-day simple moving average of $33.81. Dimensional World ex U.S. Core Equity 2 ETF has a fifty-two week low of $26.81 and a fifty-two week high of $37.20.
Dimensional World ex U.S. Core Equity 2 ETF Profile
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.
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