Dimensional International Core Equity Market ETF $DFAI is Next Level Wealth Planning LLC’s 2nd Largest Position

Next Level Wealth Planning LLC increased its position in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI) by 3.2% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 533,171 shares of the company’s stock after purchasing an additional 16,561 shares during the quarter. Dimensional International Core Equity Market ETF accounts for approximately 10.7% of Next Level Wealth Planning LLC’s investment portfolio, making the stock its 2nd largest holding. Next Level Wealth Planning LLC’s holdings in Dimensional International Core Equity Market ETF were worth $20,772,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Forthright Family Wealth Advisory LLC increased its holdings in Dimensional International Core Equity Market ETF by 2.0% in the 4th quarter. Forthright Family Wealth Advisory LLC now owns 12,590 shares of the company’s stock worth $480,000 after buying an additional 242 shares during the period. Vestia Personal Wealth Advisors raised its position in Dimensional International Core Equity Market ETF by 0.8% during the 4th quarter. Vestia Personal Wealth Advisors now owns 33,779 shares of the company’s stock worth $1,333,000 after buying an additional 275 shares during the last quarter. Beacon Financial Advisory LLC lifted its stake in Dimensional International Core Equity Market ETF by 3.2% during the 4th quarter. Beacon Financial Advisory LLC now owns 9,978 shares of the company’s stock valued at $380,000 after acquiring an additional 307 shares during the period. Voisard Asset Management Group Inc. lifted its stake in Dimensional International Core Equity Market ETF by 4.4% during the 4th quarter. Voisard Asset Management Group Inc. now owns 7,339 shares of the company’s stock valued at $280,000 after acquiring an additional 308 shares during the period. Finally, CoreCap Advisors LLC lifted its stake in Dimensional International Core Equity Market ETF by 6.2% during the 4th quarter. CoreCap Advisors LLC now owns 5,406 shares of the company’s stock valued at $206,000 after acquiring an additional 315 shares during the period.

Dimensional International Core Equity Market ETF Price Performance

DFAI stock opened at $40.90 on Friday. The company has a market capitalization of $15.79 billion, a P/E ratio of 15.89 and a beta of 0.76. Dimensional International Core Equity Market ETF has a 12 month low of $33.84 and a 12 month high of $42.50. The firm’s fifty day simple moving average is $41.34 and its 200-day simple moving average is $40.23.

Dimensional International Core Equity Market ETF Company Profile

The Dimensional International Core Equity Market ETF (DFAI) is an exchange-traded fund that is based on the MSCI World ex USA IMI index. The fund is an actively-managed fund that seeks a broad exposure to relatively low-priced and profitable stocks in developed countries outside the US. DFAI was launched on Nov 17, 2020 and is managed by Dimensional.