BWM Planning LLC Grows Position in Dimensional Emerging Core Equity Market ETF $DFAE

BWM Planning LLC raised its stake in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE) by 3.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 399,388 shares of the company’s stock after acquiring an additional 14,423 shares during the period. Dimensional Emerging Core Equity Market ETF makes up 3.7% of BWM Planning LLC’s portfolio, making the stock its 8th biggest position. BWM Planning LLC owned approximately 0.18% of Dimensional Emerging Core Equity Market ETF worth $12,593,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently modified their holdings of the stock. Magnolia Private Wealth LLC grew its position in Dimensional Emerging Core Equity Market ETF by 2.1% during the 2nd quarter. Magnolia Private Wealth LLC now owns 16,724 shares of the company’s stock valued at $484,000 after purchasing an additional 344 shares during the last quarter. Ellis Investment Partners LLC lifted its stake in shares of Dimensional Emerging Core Equity Market ETF by 1.4% in the second quarter. Ellis Investment Partners LLC now owns 24,992 shares of the company’s stock worth $724,000 after buying an additional 346 shares in the last quarter. Glassman Wealth Services grew its holdings in shares of Dimensional Emerging Core Equity Market ETF by 26.1% during the second quarter. Glassman Wealth Services now owns 1,690 shares of the company’s stock valued at $49,000 after buying an additional 350 shares during the last quarter. Fortress Wealth Management Inc. increased its position in shares of Dimensional Emerging Core Equity Market ETF by 1.6% during the third quarter. Fortress Wealth Management Inc. now owns 23,186 shares of the company’s stock valued at $731,000 after acquiring an additional 359 shares in the last quarter. Finally, Pinnacle Financial Group LLC IL increased its position in shares of Dimensional Emerging Core Equity Market ETF by 0.6% during the second quarter. Pinnacle Financial Group LLC IL now owns 73,166 shares of the company’s stock valued at $2,118,000 after acquiring an additional 427 shares in the last quarter.

Dimensional Emerging Core Equity Market ETF Trading Up 0.6%

DFAE stock opened at $35.01 on Friday. The stock’s 50 day simple moving average is $32.77 and its 200 day simple moving average is $31.56. Dimensional Emerging Core Equity Market ETF has a 12-month low of $22.68 and a 12-month high of $35.05. The stock has a market capitalization of $8.10 billion, a PE ratio of 14.98 and a beta of 0.62.

Dimensional Emerging Core Equity Market ETF Profile

The Dimensional Emerging Core Equity Market ETF (DFAE) is an exchange-traded fund that mostly invests in total market equity. The fund actively selects emerging markets securities of all sizes with a tilt toward small-cap companies, seeking to provide long-term capital appreciation. DFAE was launched on Dec 2, 2020 and is issued by Dimensional.