Live Oak Private Wealth LLC Has $12.84 Million Stock Holdings in Dimensional World ex U.S. Core Equity 2 ETF $DFAX

Live Oak Private Wealth LLC increased its holdings in shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAXFree Report) by 4.1% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 377,834 shares of the company’s stock after purchasing an additional 14,777 shares during the quarter. Dimensional World ex U.S. Core Equity 2 ETF accounts for 1.8% of Live Oak Private Wealth LLC’s holdings, making the stock its 16th biggest position. Live Oak Private Wealth LLC’s holdings in Dimensional World ex U.S. Core Equity 2 ETF were worth $12,835,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of the stock. Shakespeare Wealth Management LLC lifted its stake in Dimensional World ex U.S. Core Equity 2 ETF by 1.1% in the fourth quarter. Shakespeare Wealth Management LLC now owns 27,377 shares of the company’s stock valued at $896,000 after buying an additional 287 shares in the last quarter. Meredith Wealth Planning increased its position in shares of Dimensional World ex U.S. Core Equity 2 ETF by 1.2% during the fourth quarter. Meredith Wealth Planning now owns 26,149 shares of the company’s stock worth $856,000 after acquiring an additional 310 shares in the last quarter. WCG Wealth Advisors LLC raised its holdings in shares of Dimensional World ex U.S. Core Equity 2 ETF by 0.6% during the third quarter. WCG Wealth Advisors LLC now owns 61,556 shares of the company’s stock worth $1,932,000 after acquiring an additional 340 shares during the period. Cherry Tree Wealth Management LLC raised its holdings 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 acquiring an additional 349 shares during the period. Finally, Chico Wealth RIA lifted its position in Dimensional World ex U.S. Core Equity 2 ETF by 3.8% in the 4th quarter. Chico Wealth RIA now owns 9,728 shares of the company’s stock valued at $318,000 after acquiring an additional 352 shares in the last quarter.

Dimensional World ex U.S. Core Equity 2 ETF Trading Down 0.1%

DFAX opened at $36.49 on Thursday. The stock has a market capitalization of $11.57 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 12 month low of $28.75 and a 12 month high of $38.45. The firm’s fifty day simple moving average is $37.04 and its 200 day simple moving average is $35.29.

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

(Free Report)

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.

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Institutional Ownership by Quarter for Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX)

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