Heritage Wealth Management Inc. CA Buys 3,818 Shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE)

Heritage Wealth Management Inc. CA increased its stake in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE) by 4.0% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 100,342 shares of the company’s stock after purchasing an additional 3,818 shares during the period. Dimensional Emerging Core Equity Market ETF accounts for 1.9% of Heritage Wealth Management Inc. CA’s portfolio, making the stock its 12th largest holding. Heritage Wealth Management Inc. CA owned about 0.06% of Dimensional Emerging Core Equity Market ETF worth $2,596,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently bought and sold shares of the stock. UBS Group AG raised its position in Dimensional Emerging Core Equity Market ETF by 12.2% in the 4th quarter. UBS Group AG now owns 4,966,645 shares of the company’s stock worth $119,746,000 after purchasing an additional 541,148 shares during the last quarter. Private Ocean LLC raised its position in Dimensional Emerging Core Equity Market ETF by 14.2% in the 1st quarter. Private Ocean LLC now owns 2,064,259 shares of the company’s stock worth $51,028,000 after purchasing an additional 256,923 shares during the last quarter. Corient Private Wealth LLC raised its position in Dimensional Emerging Core Equity Market ETF by 4.5% in the 4th quarter. Corient Private Wealth LLC now owns 1,793,337 shares of the company’s stock worth $43,237,000 after purchasing an additional 77,167 shares during the last quarter. Millburn Ridgefield Corp raised its position in Dimensional Emerging Core Equity Market ETF by 11.5% in the 1st quarter. Millburn Ridgefield Corp now owns 1,778,007 shares of the company’s stock worth $43,952,000 after purchasing an additional 183,921 shares during the last quarter. Finally, Falcon Wealth Planning raised its position in Dimensional Emerging Core Equity Market ETF by 7.4% in the 2nd quarter. Falcon Wealth Planning now owns 1,579,069 shares of the company’s stock worth $40,851,000 after purchasing an additional 109,047 shares during the last quarter.

Dimensional Emerging Core Equity Market ETF Stock Up 1.6 %

DFAE stock traded up $0.41 during trading on Friday, hitting $26.50. The company had a trading volume of 809,084 shares, compared to its average volume of 803,099. The firm has a 50-day moving average price of $25.95 and a 200-day moving average price of $25.27. The stock has a market cap of $4.12 billion, a price-to-earnings ratio of 11.33 and a beta of 0.85. Dimensional Emerging Core Equity Market ETF has a 12 month low of $21.54 and a 12 month high of $26.99.

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.