Donalies Financial Planning LLC Buys New Shares in Dimensional World ex U.S. Core Equity 2 ETF $DFAX

Donalies Financial Planning LLC bought a new stake in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 95,763 shares of the company’s stock, valued at approximately $3,134,000. Dimensional World ex U.S. Core Equity 2 ETF accounts for approximately 2.7% of Donalies Financial Planning LLC’s holdings, making the stock its 15th largest position.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Shakespeare Wealth Management LLC increased its holdings in Dimensional World ex U.S. Core Equity 2 ETF by 1.1% in the 4th quarter. Shakespeare Wealth Management LLC now owns 27,377 shares of the company’s stock valued at $896,000 after buying an additional 287 shares during the period. Meredith Wealth Planning increased its holdings in 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 valued at $856,000 after buying an additional 310 shares during the period. WCG Wealth Advisors LLC increased its holdings 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 buying an additional 340 shares during the period. Cherry Tree Wealth Management LLC increased its holdings 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 buying an additional 349 shares during the period. Finally, Chico Wealth RIA boosted its stake in shares of Dimensional World ex U.S. Core Equity 2 ETF by 3.8% in the 4th quarter. Chico Wealth RIA now owns 9,728 shares of the company’s stock valued at $318,000 after purchasing an additional 352 shares in the last quarter.

Dimensional World ex U.S. Core Equity 2 ETF Stock Down 0.5%

NYSEARCA:DFAX opened at $37.78 on Wednesday. The firm has a market cap of $11.98 billion, a PE ratio of 14.59 and a beta of 0.75. Dimensional World ex U.S. Core Equity 2 ETF has a 12 month low of $28.51 and a 12 month high of $38.45. The company’s 50-day moving average price is $36.81 and its two-hundred day moving average price is $35.06.

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.