Finance

Cahill Wealth Management LLC Increases Stake in Dimensional International Core Equity 2 ETF

Published November 21, 2023

Cahill Wealth Management LLC has expanded its investment portfolio by increasing its stake in the Dimensional International Core Equity 2 ETF (BATS:DFIC). In the second quarter, the investment firm boosted its holdings by 4.3%, purchasing an additional 3,470 shares. This acquisition brought Cahill Wealth Management LLC's total share count to 83,317 of the Dimensional ETF, which focuses on a range of international core equities.

Growth of Portfolio Investments

Apart from Cahill Wealth Management's recent purchases, other institutional investors and hedge funds have been actively adjusting their positions in DFIC. Forum Financial Management LP notably increased their shareholdings by 62.0%, while Envestnet Asset Management Inc. raised their stake by 108.7%. Mercer Global Advisors Inc. ADV and HighTower Advisors LLC also substantially grew their holdings by 76.0% and 42.5%, respectively, with Relaxing Retirement Coach purchasing additional shares.

The ETF's Market Performance

Regarding trading activity, the Dimensional International Core Equity 2 ETF experienced a slight upturn, with its stock price increasing by 0.4% on a recent trading day to reach $24.19. The ETF has demonstrated consistent trading volumes, a market capitalization that reflects investor confidence, and has maintained a stable performance with an average PE ratio.

About the ETF

The Dimensional International Core Equity 2 ETF primarily invests across the full spectrum of market capitalizations in developed international markets outside the United States. The fund is designed for investors seeking exposure to a mix of small-cap and large-cap stocks that are fundamentally screened based on pricing and profitability criteria.

Cahill, Wealth, Management, Dimensional, International, Core, Equity, ETF, Investments, Portfolio