Heffernan Advisory Inc. Makes New Investment in Dimensional Emerging Markets Core Equity 2 ETF $DFEM

Heffernan Advisory Inc. bought a new position in shares of Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEMFree Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 72,539 shares of the company’s stock, valued at approximately $2,400,000. Dimensional Emerging Markets Core Equity 2 ETF accounts for 2.3% of Heffernan Advisory Inc.’s holdings, making the stock its 8th biggest holding.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Forum Financial Management LP grew its position in shares of Dimensional Emerging Markets Core Equity 2 ETF by 2.0% in the fourth quarter. Forum Financial Management LP now owns 17,585,374 shares of the company’s stock valued at $581,724,000 after purchasing an additional 347,743 shares during the last quarter. Focus Partners Wealth grew its position in shares of Dimensional Emerging Markets Core Equity 2 ETF by 14.1% in the third quarter. Focus Partners Wealth now owns 7,357,736 shares of the company’s stock valued at $236,187,000 after purchasing an additional 907,511 shares during the last quarter. Corient Private Wealth LLC grew its position in shares of Dimensional Emerging Markets Core Equity 2 ETF by 1.6% in the second quarter. Corient Private Wealth LLC now owns 6,589,610 shares of the company’s stock valued at $195,843,000 after purchasing an additional 101,983 shares during the last quarter. Sequoia Financial Advisors LLC grew its position in shares of Dimensional Emerging Markets Core Equity 2 ETF by 1.6% in the fourth quarter. Sequoia Financial Advisors LLC now owns 4,967,176 shares of the company’s stock valued at $164,314,000 after purchasing an additional 79,318 shares during the last quarter. Finally, Asset Dedication LLC grew its position in shares of Dimensional Emerging Markets Core Equity 2 ETF by 1.5% in the fourth quarter. Asset Dedication LLC now owns 2,616,035 shares of the company’s stock valued at $86,538,000 after purchasing an additional 39,888 shares during the last quarter.

Dimensional Emerging Markets Core Equity 2 ETF Price Performance

DFEM stock opened at $40.84 on Friday. The company’s 50 day simple moving average is $36.40 and its 200-day simple moving average is $34.83. The firm has a market capitalization of $9.16 billion, a PE ratio of 14.02 and a beta of 0.77. Dimensional Emerging Markets Core Equity 2 ETF has a 12 month low of $27.27 and a 12 month high of $40.86.

Dimensional Emerging Markets Core Equity 2 ETF Profile

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM)

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