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

Financial Plan Inc. grew its stake in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM) by 9.4% during the first quarter, HoldingsChannel reports. The firm owned 730,190 shares of the company’s stock after buying an additional 62,772 shares during the quarter. Dimensional Emerging Markets Core Equity 2 ETF accounts for about 2.7% of Financial Plan Inc.’s investment portfolio, making the stock its 12th largest holding. Financial Plan Inc.’s holdings in Dimensional Emerging Markets Core Equity 2 ETF were worth $25,228,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in DFEM. Ashton Thomas Private Wealth LLC boosted its position in Dimensional Emerging Markets Core Equity 2 ETF by 1.5% in the fourth quarter. Ashton Thomas Private Wealth LLC now owns 18,673 shares of the company’s stock valued at $618,000 after buying an additional 276 shares in the last quarter. First Financial Group Corp boosted its stake in shares of Dimensional Emerging Markets Core Equity 2 ETF by 0.9% during the fourth quarter. First Financial Group Corp now owns 33,215 shares of the company’s stock valued at $1,099,000 after purchasing an additional 280 shares in the last quarter. Drucker Wealth 3.0 LLC boosted its stake in shares of Dimensional Emerging Markets Core Equity 2 ETF by 1.8% during the fourth quarter. Drucker Wealth 3.0 LLC now owns 18,691 shares of the company’s stock valued at $618,000 after purchasing an additional 329 shares in the last quarter. McGrath & Associates Inc. grew its holdings in shares of Dimensional Emerging Markets Core Equity 2 ETF by 3.2% during the fourth quarter. McGrath & Associates Inc. now owns 10,798 shares of the company’s stock worth $357,000 after purchasing an additional 339 shares during the last quarter. Finally, Mustard Seed Financial LLC increased its stake in shares of Dimensional Emerging Markets Core Equity 2 ETF by 3.2% in the fourth quarter. Mustard Seed Financial LLC now owns 12,267 shares of the company’s stock valued at $406,000 after buying an additional 380 shares during the period.

Dimensional Emerging Markets Core Equity 2 ETF Price Performance

Shares of NYSEARCA DFEM opened at $39.38 on Friday. The company has a 50 day simple moving average of $40.10 and a 200 day simple moving average of $36.98. Dimensional Emerging Markets Core Equity 2 ETF has a 1 year low of $29.51 and a 1 year high of $42.57. The firm has a market cap of $9.10 billion, a PE ratio of 14.02 and a beta of 0.78.

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.