Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX) is Heritage Wealth Management Inc. Texas’ 10th Largest Position

Heritage Wealth Management Inc. Texas cut its stake in shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX) by 15.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 132,364 shares of the company’s stock after selling 23,446 shares during the period. Dimensional World ex U.S. Core Equity 2 ETF accounts for about 1.9% of Heritage Wealth Management Inc. Texas’ portfolio, making the stock its 10th biggest position. Heritage Wealth Management Inc. Texas’ holdings in Dimensional World ex U.S. Core Equity 2 ETF were worth $3,291,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also modified their holdings of DFAX. Voisard Asset Management Group Inc. purchased a new stake in Dimensional World ex U.S. Core Equity 2 ETF during the 3rd quarter valued at $49,000. First Horizon Advisors Inc. bought a new position in Dimensional World ex U.S. Core Equity 2 ETF during the third quarter valued at $142,000. Atlas Wealth LLC purchased a new stake in shares of Dimensional World ex U.S. Core Equity 2 ETF in the third quarter valued at $206,000. Affinity Capital Advisors LLC purchased a new stake in shares of Dimensional World ex U.S. Core Equity 2 ETF in the third quarter valued at $209,000. Finally, Beacon Financial Advisory LLC bought a new stake in shares of Dimensional World ex U.S. Core Equity 2 ETF in the 3rd quarter worth about $209,000.

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

Shares of NYSEARCA:DFAX opened at $25.53 on Friday. Dimensional World ex U.S. Core Equity 2 ETF has a 12 month low of $23.68 and a 12 month high of $27.33. The company has a market capitalization of $6.78 billion, a price-to-earnings ratio of 11.66 and a beta of 0.82. The firm’s 50-day moving average is $25.27 and its 200 day moving average is $25.80.

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.