Everhart Financial Group Inc. Increases Stock Holdings in Dimensional Emerging Core Equity Market ETF $DFAE

Everhart Financial Group Inc. boosted its stake in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE) by 11.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 656,464 shares of the company’s stock after acquiring an additional 65,576 shares during the period. Dimensional Emerging Core Equity Market ETF accounts for approximately 1.7% of Everhart Financial Group Inc.’s holdings, making the stock its 12th biggest holding. Everhart Financial Group Inc. owned 0.27% of Dimensional Emerging Core Equity Market ETF worth $26,396,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in DFAE. Oder Investment Management LLC raised its holdings in Dimensional Emerging Core Equity Market ETF by 0.6% in the 4th quarter. Oder Investment Management LLC now owns 53,254 shares of the company’s stock worth $1,734,000 after purchasing an additional 302 shares in the last quarter. Concord Wealth Partners boosted its stake in shares of Dimensional Emerging Core Equity Market ETF by 3.6% during the 4th quarter. Concord Wealth Partners now owns 9,074 shares of the company’s stock valued at $296,000 after purchasing an additional 314 shares in the last quarter. Versant Capital Management Inc boosted its stake in shares of Dimensional Emerging Core Equity Market ETF by 0.5% during the 2nd quarter. Versant Capital Management Inc now owns 78,620 shares of the company’s stock valued at $3,161,000 after purchasing an additional 358 shares in the last quarter. RFG Advisory LLC increased its position in shares of Dimensional Emerging Core Equity Market ETF by 0.4% during the fourth quarter. RFG Advisory LLC now owns 85,492 shares of the company’s stock valued at $2,784,000 after buying an additional 365 shares during the period. Finally, Chicago Partners Investment Group LLC increased its position in shares of Dimensional Emerging Core Equity Market ETF by 1.0% during the fourth quarter. Chicago Partners Investment Group LLC now owns 39,630 shares of the company’s stock valued at $1,387,000 after buying an additional 383 shares during the period.

Dimensional Emerging Core Equity Market ETF Price Performance

DFAE stock opened at $38.83 on Friday. Dimensional Emerging Core Equity Market ETF has a 1 year low of $29.63 and a 1 year high of $42.16. The company has a market cap of $9.62 billion, a P/E ratio of 14.98 and a beta of 0.72. The firm has a 50-day moving average of $39.12 and a 200 day moving average of $37.32.

Dimensional Emerging Core Equity Market ETF Company 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.