Confluence Wealth Services Inc. Has $13.76 Million Stock Position in Dimensional Emerging Core Equity Market ETF $DFAE

Confluence Wealth Services Inc. raised its stake in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE) by 8.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 436,310 shares of the company’s stock after acquiring an additional 32,952 shares during the quarter. Dimensional Emerging Core Equity Market ETF comprises 0.7% of Confluence Wealth Services Inc.’s holdings, making the stock its 25th largest position. Confluence Wealth Services Inc. owned 0.20% of Dimensional Emerging Core Equity Market ETF worth $13,757,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. Great Point Wealth Advisors LLC bought a new position in shares of Dimensional Emerging Core Equity Market ETF during the third quarter worth approximately $34,611,000. MBA Advisors LLC grew its holdings in Dimensional Emerging Core Equity Market ETF by 2.3% in the 3rd quarter. MBA Advisors LLC now owns 147,140 shares of the company’s stock valued at $4,639,000 after buying an additional 3,262 shares in the last quarter. Fischer Investment Strategies LLC increased its position in Dimensional Emerging Core Equity Market ETF by 59.9% during the 3rd quarter. Fischer Investment Strategies LLC now owns 210,758 shares of the company’s stock worth $6,645,000 after buying an additional 78,968 shares during the period. Montis Financial LLC lifted its holdings in shares of Dimensional Emerging Core Equity Market ETF by 7.0% during the third quarter. Montis Financial LLC now owns 28,041 shares of the company’s stock worth $884,000 after buying an additional 1,846 shares in the last quarter. Finally, CarsonAllaria Wealth Management Ltd. boosted its position in shares of Dimensional Emerging Core Equity Market ETF by 3.0% in the third quarter. CarsonAllaria Wealth Management Ltd. now owns 27,180 shares of the company’s stock valued at $857,000 after acquiring an additional 781 shares during the period.

Dimensional Emerging Core Equity Market ETF Stock Performance

DFAE stock opened at $34.29 on Friday. Dimensional Emerging Core Equity Market ETF has a 52 week low of $22.68 and a 52 week high of $34.58. The company has a market capitalization of $7.77 billion, a PE ratio of 14.98 and a beta of 0.62. The company’s 50-day simple moving average is $32.58 and its 200 day simple moving average is $31.37.

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.