Dimensional - World ex US Core Equity 2 ETF · Financial Services
Generally, the Advisor buys and sells securities for the Portfolio with the goals of: (i) delaying and minimizing the realization of net capital gains (e.g., selling stocks with capital losses to offset gains, realized or anticipated); and (ii) maximizing the extent to which any realized net capital gains are long-term in nature (i.e., taxable at lower capital gains tax rates). The Portfolio is designed to purchase a broad and diverse group of securities of non-U.S. companies in countries with developed and emerging markets.
Financial Services
Asset Management
2021-09-13
0.98
No recent filings

FMB Wealth Management lifted its stake in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX) by 5.6% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 465,617 shares of the company's stock after purchasing an additional 24,716 shares during the

Apella Capital LLC decreased its holdings in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX) by 3.8% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,113,787 shares of the company's stock after selling 43,713 shares during the quarter. Apella

DFA Dimensional World ex US Core Equity 2 ETF offers broad international exposure with a value tilt. DFAX has outperformed the ex-U.S. benchmark IXUS by 1.7% annualized since 2021, with similar volatility. The fund's portfolio has low company-specific risk and is diversified across sectors and countries, with 67.4% in developed markets.

HBE Wealth Management LLC bought a new stake in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 39,956 shares of the company's stock, valued at approximately $1,308,000. Dimensional World ex U.S.

Allworth Financial LP boosted its position in shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX) by 9.3% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,861,971 shares of the company's stock after acquiring an additional

Cresset Asset Management LLC increased its position in shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX) by 317.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 142,755 shares of the company's stock after buying an additional 108,544 shares