Root Financial Partners LLC Has $109.35 Million Holdings in Dimensional Emerging Core Equity Market ETF $DFAE

Root Financial Partners LLC boosted its position in shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE) by 6.4% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 3,229,392 shares of the company’s stock after acquiring an additional 194,902 shares during the quarter. Dimensional Emerging Core Equity Market ETF accounts for 5.1% of Root Financial Partners LLC’s portfolio, making the stock its 7th biggest holding. Root Financial Partners LLC owned 1.36% of Dimensional Emerging Core Equity Market ETF worth $109,347,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. IFP Advisors Inc grew its position in shares of Dimensional Emerging Core Equity Market ETF by 62.7% during the 3rd quarter. IFP Advisors Inc now owns 51,728 shares of the company’s stock valued at $1,631,000 after acquiring an additional 19,926 shares during the period. Everhart Financial Group Inc. lifted its position in Dimensional Emerging Core Equity Market ETF by 34.9% during the fourth quarter. Everhart Financial Group Inc. now owns 488,575 shares of the company’s stock valued at $15,913,000 after purchasing an additional 126,349 shares in the last quarter. Allodium Investment Consultants LLC grew its holdings in Dimensional Emerging Core Equity Market ETF by 9.8% during the fourth quarter. Allodium Investment Consultants LLC now owns 320,222 shares of the company’s stock valued at $10,430,000 after purchasing an additional 28,656 shares during the period. Discipline Wealth Solutions LLC grew its holdings in Dimensional Emerging Core Equity Market ETF by 574.6% during the fourth quarter. Discipline Wealth Solutions LLC now owns 93,596 shares of the company’s stock valued at $3,048,000 after purchasing an additional 79,721 shares during the period. Finally, MBA Advisors LLC increased its position in Dimensional Emerging Core Equity Market ETF by 24.9% in the fourth quarter. MBA Advisors LLC now owns 183,757 shares of the company’s stock worth $5,985,000 after buying an additional 36,617 shares in the last quarter.

Dimensional Emerging Core Equity Market ETF Stock Down 2.5%

NYSEARCA DFAE opened at $39.22 on Thursday. The stock’s 50-day moving average price is $39.50 and its 200-day moving average price is $36.35. Dimensional Emerging Core Equity Market ETF has a 52 week low of $28.77 and a 52 week high of $42.16. The company has a market capitalization of $9.60 billion, a P/E ratio of 14.98 and a beta of 0.71.

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.