Betterment LLC lifted its position in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM) by 5.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 855,439 shares of the company's stock after acquiring an additional 42,887 shares during the period.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 78,054 | $2.1M | $3.04M | $943,133.78 | 44.95% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 180 | $5,954.4 | $7,011 | $1,056.6 | 17.74% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 27,019 | $919,723.13 | $1.05M | $127,128.02 | 13.82% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 7,856 | $271,424.8 | $305,991.2 | $34,566.4 | 12.74% |
| KK Kent Keister Kaye Capital Management | 171,995 | $5.04M | $6.69M | $1.66M | 32.85% |
| ARCA Exchange | US Country |
The Portfolio represents a strategic approach aimed at capitalizing on the growth potential within emerging and frontier markets. It is meticulously structured to acquire a wide and varied range of equity securities that are specifically linked to emerging economies, including those classified as frontier markets—essentially, emerging markets at a nascent stage of development. The overarching goal of the Portfolio is to offer its investors a gateway to the dynamic and diverse opportunities that emerging markets present, backed by a strategy that emphasizes diversification and broad exposure. In adherence to non-fundamental policies, the Portfolio ensures that a minimum of 80% of its net assets are consistently invested in equity investments within emerging markets, defined by its prospectus as Approved Market securities. This commitment underscores the Portfolio's focus on emerging market equities as a core component of its investment approach.
This core product involves the direct purchase of equity securities within emerging markets, allowing investors to participate in the growth potential of these dynamic economies. The investments span a broad and diverse group of sectors and industries, reflecting the Portfolio’s commitment to diversification. The selection criteria for these equity investments are defined within the Portfolio's prospectus as Approved Market securities, ensuring a clear and focused investment mandate.
As part of its strategy, the Portfolio includes investments in frontier markets, which are essentially emerging markets at an earlier stage of development. This segment offers investors the opportunity to diversify further and tap into the potential high-growth sectors of even less developed economies. The inclusion of frontier markets aligns with the Portfolio's objective to explore and capitalize on new and emerging investment landscapes.