Warburton Capital Management LLC Has $44.27 Million Holdings in Dimensional World ex U.S. Core Equity 2 ETF $DFAX

Warburton Capital Management LLC increased its stake in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX) by 11.6% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,236,646 shares of the company’s stock after acquiring an additional 128,405 shares during the quarter. Dimensional World ex U.S. Core Equity 2 ETF comprises 21.6% of Warburton Capital Management LLC’s holdings, making the stock its 2nd largest holding. Warburton Capital Management LLC’s holdings in Dimensional World ex U.S. Core Equity 2 ETF were worth $44,271,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Shakespeare Wealth Management LLC increased its position in Dimensional World ex U.S. Core Equity 2 ETF by 1.1% during the 4th quarter. Shakespeare Wealth Management LLC now owns 27,377 shares of the company’s stock valued at $896,000 after purchasing an additional 287 shares during the period. Meredith Wealth Planning boosted its stake in shares of Dimensional World ex U.S. Core Equity 2 ETF by 1.2% in the 4th quarter. Meredith Wealth Planning now owns 26,149 shares of the company’s stock valued at $856,000 after purchasing an additional 310 shares during the last quarter. WCG Wealth Advisors LLC boosted its stake in shares of Dimensional World ex U.S. Core Equity 2 ETF by 0.6% in the 3rd quarter. WCG Wealth Advisors LLC now owns 61,556 shares of the company’s stock valued at $1,932,000 after purchasing an additional 340 shares during the last quarter. Cherry Tree Wealth Management LLC increased its position in shares of Dimensional World ex U.S. Core Equity 2 ETF by 0.3% during the third quarter. Cherry Tree Wealth Management LLC now owns 107,691 shares of the company’s stock worth $3,379,000 after buying an additional 349 shares during the period. Finally, Chico Wealth RIA increased its position in shares of Dimensional World ex U.S. Core Equity 2 ETF by 3.8% during the fourth quarter. Chico Wealth RIA now owns 9,728 shares of the company’s stock worth $318,000 after buying an additional 352 shares during the period.

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

NYSEARCA DFAX traded up $0.27 during mid-day trading on Friday, reaching $36.91. 801,331 shares of the stock were exchanged, compared to its average volume of 839,533. The stock has a market cap of $11.99 billion, a P/E ratio of 14.59 and a beta of 0.75. Dimensional World ex U.S. Core Equity 2 ETF has a one year low of $29.09 and a one year high of $38.45. The stock has a 50 day simple moving average of $37.13 and a 200-day simple moving average of $35.64.

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.