Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX) is ShankerValleau Wealth Advisors Inc.’s 3rd Largest Position

ShankerValleau Wealth Advisors Inc. increased its stake in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX) by 5.7% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 1,457,863 shares of the company’s stock after buying an additional 78,899 shares during the quarter. Dimensional World ex U.S. Core Equity 2 ETF accounts for approximately 11.6% of ShankerValleau Wealth Advisors Inc.’s portfolio, making the stock its 3rd largest holding. ShankerValleau Wealth Advisors Inc.’s holdings in Dimensional World ex U.S. Core Equity 2 ETF were worth $36,242,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the stock. LPL Financial LLC grew its position in shares of Dimensional World ex U.S. Core Equity 2 ETF by 1.6% during the 3rd quarter. LPL Financial LLC now owns 7,492,040 shares of the company’s stock valued at $202,360,000 after acquiring an additional 116,080 shares during the period. Commonwealth Equity Services LLC increased its position in Dimensional World ex U.S. Core Equity 2 ETF by 5.2% in the third quarter. Commonwealth Equity Services LLC now owns 5,702,093 shares of the company’s stock worth $154,014,000 after buying an additional 280,571 shares during the last quarter. Allworth Financial LP increased its position in Dimensional World ex U.S. Core Equity 2 ETF by 24.7% in the third quarter. Allworth Financial LP now owns 4,585,250 shares of the company’s stock worth $123,848,000 after buying an additional 907,930 shares during the last quarter. Great Waters Wealth Management raised its stake in shares of Dimensional World ex U.S. Core Equity 2 ETF by 14.9% in the third quarter. Great Waters Wealth Management now owns 3,895,601 shares of the company’s stock valued at $105,220,000 after buying an additional 505,162 shares during the period. Finally, Assetmark Inc. lifted its position in shares of Dimensional World ex U.S. Core Equity 2 ETF by 1.3% during the 3rd quarter. Assetmark Inc. now owns 3,652,033 shares of the company’s stock valued at $98,641,000 after buying an additional 47,105 shares during the last quarter.

Dimensional World ex U.S. Core Equity 2 ETF Stock Up 0.6 %

DFAX traded up $0.14 during trading hours on Monday, hitting $25.09. The stock had a trading volume of 553,691 shares, compared to its average volume of 527,464. Dimensional World ex U.S. Core Equity 2 ETF has a 1 year low of $23.29 and a 1 year high of $27.33. The company’s fifty day simple moving average is $25.53 and its 200 day simple moving average is $25.85. The stock has a market cap of $6.66 billion, a PE ratio of 11.66 and a beta of 0.82.

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