Forum Financial Management LP Sells 7,117 Shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX)

Forum Financial Management LP reduced its holdings in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX) by 0.5% during the 4th quarter, HoldingsChannel reports. The firm owned 1,319,106 shares of the company’s stock after selling 7,117 shares during the quarter. Dimensional World ex U.S. Core Equity 2 ETF comprises about 0.5% of Forum Financial Management LP’s investment portfolio, making the stock its 17th biggest position. Forum Financial Management LP’s holdings in Dimensional World ex U.S. Core Equity 2 ETF were worth $32,793,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in DFAX. JPMorgan Chase & Co. increased its position in Dimensional World ex U.S. Core Equity 2 ETF by 2.5% in the 3rd quarter. JPMorgan Chase & Co. now owns 449,719 shares of the company’s stock worth $12,147,000 after buying an additional 11,125 shares during the period. Trust Co of the South grew its stake in shares of Dimensional World ex U.S. Core Equity 2 ETF by 1.2% in the fourth quarter. Trust Co of the South now owns 390,158 shares of the company’s stock worth $9,699,000 after acquiring an additional 4,698 shares during the last quarter. Canandaigua National Trust Co of Florida increased its position in Dimensional World ex U.S. Core Equity 2 ETF by 286.6% during the fourth quarter. Canandaigua National Trust Co of Florida now owns 42,769 shares of the company’s stock worth $1,063,000 after acquiring an additional 31,707 shares during the period. ShankerValleau Wealth Advisors Inc. raised its stake in Dimensional World ex U.S. Core Equity 2 ETF by 5.7% during the 4th quarter. ShankerValleau Wealth Advisors Inc. now owns 1,457,863 shares of the company’s stock valued at $36,242,000 after purchasing an additional 78,899 shares during the last quarter. Finally, Strathmore Capital Advisors Inc. bought a new stake in Dimensional World ex U.S. Core Equity 2 ETF in the 4th quarter valued at $25,768,000.

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

NYSEARCA:DFAX opened at $25.92 on Friday. The firm’s 50-day moving average is $26.06 and its 200-day moving average is $25.80. The company has a market cap of $7.55 billion, a price-to-earnings ratio of 14.01 and a beta of 0.76. Dimensional World ex U.S. Core Equity 2 ETF has a 52-week low of $23.16 and a 52-week high of $27.33.

About Dimensional World ex U.S. Core Equity 2 ETF

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.