Monograph Wealth Advisors LLC Has $209.49 Million Stake in Dimensional World ex U.S. Core Equity 2 ETF $DFAX

Monograph Wealth Advisors LLC raised its holdings in shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX) by 1.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,166,855 shares of the company’s stock after buying an additional 106,079 shares during the period. Dimensional World ex U.S. Core Equity 2 ETF comprises approximately 19.9% of Monograph Wealth Advisors LLC’s portfolio, making the stock its 2nd largest position. Monograph Wealth Advisors LLC owned about 1.95% of Dimensional World ex U.S. Core Equity 2 ETF worth $209,488,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of DFAX. Wealthspire Retirement LLC lifted its position in Dimensional World ex U.S. Core Equity 2 ETF by 37.2% in the first quarter. Wealthspire Retirement LLC now owns 8,702 shares of the company’s stock valued at $296,000 after purchasing an additional 2,358 shares during the last quarter. First Citizens Bank & Trust Co. bought a new position in Dimensional World ex U.S. Core Equity 2 ETF in the first quarter worth about $200,000. Regimen Wealth LLC purchased a new position in shares of Dimensional World ex U.S. Core Equity 2 ETF in the 1st quarter valued at approximately $11,604,000. Zhang Financial LLC lifted its position in Dimensional World ex U.S. Core Equity 2 ETF by 18.8% during the first quarter. Zhang Financial LLC now owns 56,161 shares of the company’s stock valued at $1,908,000 after buying an additional 8,868 shares during the period. Finally, FSA Advisors Inc. bought a new position in shares of Dimensional World ex U.S. Core Equity 2 ETF in the 1st quarter worth about $263,000.

Dimensional World ex U.S. Core Equity 2 ETF Price Performance

Shares of NYSEARCA DFAX opened at $36.55 on Thursday. Dimensional World ex U.S. Core Equity 2 ETF has a 1 year low of $29.09 and a 1 year high of $38.45. The stock has a market cap of $11.90 billion, a P/E ratio of 14.59 and a beta of 0.75. The firm has a 50-day moving average of $36.99 and a 200 day moving average of $35.86.

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.