Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX) is Morton Capital Management LLC CA’s 3rd Largest Position

Morton Capital Management LLC CA lowered its stake in shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX) by 2.1% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,038,129 shares of the company’s stock after selling 44,357 shares during the period. Dimensional World ex U.S. Core Equity 2 ETF comprises about 9.5% of Morton Capital Management LLC CA’s investment portfolio, making the stock its 3rd biggest holding. Morton Capital Management LLC CA owned 0.77% of Dimensional World ex U.S. Core Equity 2 ETF worth $50,668,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Bank of New York Mellon Corp acquired a new position in Dimensional World ex U.S. Core Equity 2 ETF in the second quarter worth approximately $566,000. Brighton Jones LLC boosted its holdings in Dimensional World ex U.S. Core Equity 2 ETF by 11.9% in the second quarter. Brighton Jones LLC now owns 488,779 shares of the company’s stock worth $12,425,000 after purchasing an additional 52,130 shares in the last quarter. Merriman Wealth Management LLC boosted its holdings in Dimensional World ex U.S. Core Equity 2 ETF by 0.9% in the second quarter. Merriman Wealth Management LLC now owns 97,814 shares of the company’s stock worth $2,486,000 after purchasing an additional 890 shares in the last quarter. EverSource Wealth Advisors LLC raised its holdings in Dimensional World ex U.S. Core Equity 2 ETF by 2.5% during the second quarter. EverSource Wealth Advisors LLC now owns 73,526 shares of the company’s stock valued at $1,912,000 after buying an additional 1,826 shares in the last quarter. Finally, Delap Wealth Advisory LLC lifted its position in shares of Dimensional World ex U.S. Core Equity 2 ETF by 99.4% in the second quarter. Delap Wealth Advisory LLC now owns 483,500 shares of the company’s stock worth $12,291,000 after buying an additional 241,083 shares during the last quarter.

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

DFAX opened at $24.91 on Friday. The company has a market cap of $6.62 billion, a PE ratio of 11.66 and a beta of 0.82. The stock has a 50-day moving average of $25.31 and a 200-day moving average of $25.81. Dimensional World ex U.S. Core Equity 2 ETF has a 52-week low of $23.29 and a 52-week high of $27.33.

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.