Summary
Dimensional World ex U.S. Core Equity 2 ETF $DFAX Shares Bought by Confluence Wealth Services Inc.
Confluence Wealth Services Inc. increased its stake in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX) by 4.7% during the undefined quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,775,826 shares of the company's stock after acquiring an additional 80,015 shares during the period.
Financial Plan Inc. Invests $24.18 Million in Dimensional World ex U.S. Core Equity 2 ETF $DFAX
Financial Plan Inc. acquired a new position in shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX) in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 738,610 shares of the company's stock, valued at approximately $24,175,000. Dimensional World ex U.S.
DFAX Is A Good International ETF, But Its Sister Fund DFIV Looks Better
DFA Dimensional World ex US Core Equity 2 ETF offers broad international exposure with a value tilt. DFAX has outperformed the ex-U.S. benchmark IXUS by 1.7% annualized since 2021, with similar volatility. The fund's portfolio has low company-specific risk and is diversified across sectors and countries, with 67.4% in developed markets.
Dimensional World ex U.S. Core Equity 2 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 4.45M | $163.94M | $168.44M | $4.49M | 2.74% |
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 10,935 | $302,121.53 | $412,796.25 | $110,674.72 | 36.63% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 385 | $14,048.65 | $14,533.75 | $485.1 | 3.45% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,441 | $225,262.41 | $280,748.93 | $55,486.52 | 24.63% |
| PL Patrick Lannon VALLEY FORGE INVESTMENT CONSULTANTS Inc. ADV | 16,086 | $371,736.92 | $608,855.1 | $237,118.18 | 63.79% |
Dimensional World ex U.S. Core Equity 2 ETF (DFAX) FAQ
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Dimensional World ex U.S. Core Equity 2 ETF Profile
| ARCA Exchange | US Country |
Overview
The mentioned company operates in the financial sector, specifically focusing on investment management services. Its primary objective is to manage a portfolio that emphasizes tax efficiency through strategic buying and selling of securities. The company aims to achieve this by reducing the frequency and scale of taxable capital gains events and ensuring that when gains are realized, they are preferably classified as long-term. This focus on tax optimization is designed to enhance net investment returns for their clients. Additionally, the company distinguishes itself by targeting equity securities in a wide array of non-U.S. companies across both developed and emerging markets, suggesting a global investment approach.
Products and Services
- Tax-Efficient Portfolio Management
This service involves meticulous management of investment portfolios to minimize tax liabilities for clients. The advisor strategically buys and sells securities with the intent to: - Delay and reduce the realization of net capital gains by offsetting potential gains with stocks that are positioned for a loss. - Ensure the majority of net capital gains are long-term, benefiting from lower tax rates.
- Equity Investments in Global Markets
The company offers exposure to a diverse mix of equities from non-U.S. companies in both developed and emerging markets. This approach not only diversifies the investment portfolio but also taps into the growth potential of global markets. The selection process is broad and aims to encompass a wide variety of sectors and geographies, underlining the company's commitment to a sophisticated, global investment strategy.
