Elevate Wealth Advisory Inc. Has $311,000 Stake in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE)

Elevate Wealth Advisory Inc. boosted its position in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE) by 23.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,259 shares of the company’s stock after purchasing an additional 2,293 shares during the period. Elevate Wealth Advisory Inc.’s holdings in Dimensional Emerging Core Equity Market ETF were worth $311,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Assetmark Inc. increased its stake in shares of Dimensional Emerging Core Equity Market ETF by 550.5% in the fourth quarter. Assetmark Inc. now owns 1,945 shares of the company’s stock valued at $49,000 after buying an additional 1,646 shares during the period. Parkworth Wealth Management Inc. bought a new stake in Dimensional Emerging Core Equity Market ETF during the 4th quarter worth approximately $138,000. PNC Financial Services Group Inc. acquired a new position in Dimensional Emerging Core Equity Market ETF in the 4th quarter valued at approximately $150,000. Rialto Wealth Management LLC bought a new position in shares of Dimensional Emerging Core Equity Market ETF during the fourth quarter valued at $155,000. Finally, HM Payson & Co. lifted its holdings in shares of Dimensional Emerging Core Equity Market ETF by 21.5% during the fourth quarter. HM Payson & Co. now owns 7,571 shares of the company’s stock worth $192,000 after purchasing an additional 1,342 shares during the period.

Dimensional Emerging Core Equity Market ETF Stock Up 0.1 %

NYSEARCA DFAE opened at $26.80 on Thursday. The company has a market capitalization of $5.34 billion, a price-to-earnings ratio of 13.69 and a beta of 0.64. Dimensional Emerging Core Equity Market ETF has a twelve month low of $23.71 and a twelve month high of $28.20. The stock has a fifty day simple moving average of $25.93 and a 200 day simple moving average of $26.19.

About Dimensional Emerging Core Equity Market ETF

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.