Financial Plan Inc. Has $25.23 Million Stock Position in Dimensional Emerging Markets Core Equity 2 ETF $DFEM

Financial Plan Inc. increased its stake in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM) by 9.4% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 730,190 shares of the company’s stock after purchasing an additional 62,772 shares during the period. Dimensional Emerging Markets Core Equity 2 ETF makes up 2.7% of Financial Plan Inc.’s holdings, making the stock its 12th biggest holding. Financial Plan Inc. owned 0.33% of Dimensional Emerging Markets Core Equity 2 ETF worth $25,228,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Forum Financial Management LP lifted its position in Dimensional Emerging Markets Core Equity 2 ETF by 2.0% during the fourth quarter. Forum Financial Management LP now owns 17,585,374 shares of the company’s stock worth $581,724,000 after purchasing an additional 347,743 shares during the period. Focus Partners Wealth raised its position in shares of Dimensional Emerging Markets Core Equity 2 ETF by 13.6% in the 4th quarter. Focus Partners Wealth now owns 8,361,969 shares of the company’s stock valued at $276,614,000 after buying an additional 1,004,233 shares in the last quarter. Corient Private Wealth LLC raised its position in shares of Dimensional Emerging Markets Core Equity 2 ETF by 23.0% in the 4th quarter. Corient Private Wealth LLC now owns 7,066,365 shares of the company’s stock valued at $234,051,000 after buying an additional 1,319,687 shares in the last quarter. Focus Partners Advisor Solutions LLC lifted its holdings in shares of Dimensional Emerging Markets Core Equity 2 ETF by 16.7% during the 4th quarter. Focus Partners Advisor Solutions LLC now owns 7,017,528 shares of the company’s stock worth $232,140,000 after acquiring an additional 1,001,778 shares during the period. Finally, Truepoint Inc. lifted its holdings in shares of Dimensional Emerging Markets Core Equity 2 ETF by 12.6% during the 4th quarter. Truepoint Inc. now owns 4,997,417 shares of the company’s stock worth $165,315,000 after acquiring an additional 558,080 shares during the period.

Dimensional Emerging Markets Core Equity 2 ETF Trading Down 0.8%

NYSEARCA DFEM opened at $39.38 on Friday. The firm’s 50 day simple moving average is $40.10 and its 200 day simple moving average is $36.98. The firm has a market capitalization of $9.10 billion, a price-to-earnings ratio of 14.02 and a beta of 0.78. Dimensional Emerging Markets Core Equity 2 ETF has a 1 year low of $29.51 and a 1 year high of $42.57.

About Dimensional Emerging Markets Core Equity 2 ETF

The Dimensional Emerging Markets Core Equity 2 ETF (DFEM) 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. DFEM was launched on Apr 27, 2022 and is managed by Dimensional.