Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX) is Trellis Wealth Advisors LLC’s Largest Position

Trellis Wealth Advisors LLC raised its holdings in shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX) by 1.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,549,975 shares of the company’s stock after buying an additional 29,568 shares during the quarter. Dimensional World ex U.S. Core Equity 2 ETF comprises about 19.4% of Trellis Wealth Advisors LLC’s portfolio, making the stock its biggest holding. Trellis Wealth Advisors LLC owned approximately 0.58% of Dimensional World ex U.S. Core Equity 2 ETF worth $38,532,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Elevation Wealth Partners LLC boosted its position in shares of Dimensional World ex U.S. Core Equity 2 ETF by 427.1% during the 4th quarter. Elevation Wealth Partners LLC now owns 1,534 shares of the company’s stock valued at $38,000 after acquiring an additional 1,243 shares during the last quarter. Voisard Asset Management Group Inc. acquired a new position in shares of Dimensional World ex U.S. Core Equity 2 ETF during the 3rd quarter valued at about $49,000. Fifth Third Bancorp boosted its position in shares of Dimensional World ex U.S. Core Equity 2 ETF by 83.7% during the 4th quarter. Fifth Third Bancorp now owns 2,221 shares of the company’s stock valued at $55,000 after acquiring an additional 1,012 shares during the last quarter. Golden State Wealth Management LLC acquired a new position in shares of Dimensional World ex U.S. Core Equity 2 ETF during the 4th quarter valued at about $80,000. Finally, First Horizon Advisors Inc. acquired a new position in shares of Dimensional World ex U.S. Core Equity 2 ETF during the 3rd quarter valued at about $142,000.

Dimensional World ex U.S. Core Equity 2 ETF Trading Down 0.6 %

Shares of DFAX stock opened at $26.30 on Friday. The company’s 50-day moving average price is $25.37 and its 200-day moving average price is $25.82. The stock has a market cap of $6.99 billion, a price-to-earnings ratio of 11.66 and a beta of 0.82. Dimensional World ex U.S. Core Equity 2 ETF has a twelve month low of $23.78 and a twelve month high of $27.33.

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.