Capstone Wealth Management Inc. Buys New Position in Dimensional Emerging Core Equity Market ETF $DFAE

Capstone Wealth Management Inc. purchased a new position in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 96,375 shares of the company’s stock, valued at approximately $3,204,000. Dimensional Emerging Core Equity Market ETF accounts for about 2.8% of Capstone Wealth Management Inc.’s portfolio, making the stock its 9th biggest position.

Several other large investors have also added to or reduced their stakes in the stock. Compound Planning Inc. boosted its stake in shares of Dimensional Emerging Core Equity Market ETF by 79.2% during the 4th quarter. Compound Planning Inc. now owns 19,044 shares of the company’s stock valued at $620,000 after purchasing an additional 8,415 shares in the last quarter. Axxcess Wealth Management LLC increased its position in shares of Dimensional Emerging Core Equity Market ETF by 52.2% during the fourth quarter. Axxcess Wealth Management LLC now owns 11,960 shares of the company’s stock valued at $390,000 after buying an additional 4,102 shares during the period. Aznar Financial Advisors LLC bought a new position in Dimensional Emerging Core Equity Market ETF in the fourth quarter worth about $2,401,000. Corient Private Wealth LLC raised its stake in Dimensional Emerging Core Equity Market ETF by 262.4% in the fourth quarter. Corient Private Wealth LLC now owns 1,680,429 shares of the company’s stock worth $54,732,000 after buying an additional 1,216,700 shares in the last quarter. Finally, Note Advisors LLC raised its stake in Dimensional Emerging Core Equity Market ETF by 14.3% in the fourth quarter. Note Advisors LLC now owns 178,123 shares of the company’s stock worth $6,145,000 after buying an additional 22,345 shares in the last quarter.

Dimensional Emerging Core Equity Market ETF Price Performance

Shares of DFAE opened at $41.73 on Friday. The company has a 50-day simple moving average of $38.89 and a two-hundred day simple moving average of $35.85. The firm has a market capitalization of $9.90 billion, a PE ratio of 14.98 and a beta of 0.71. Dimensional Emerging Core Equity Market ETF has a one year low of $27.90 and a one year high of $41.86.

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.