Cherry Tree Wealth Management LLC Has $5.31 Million Position in Dimensional U.S. Targeted Value ETF $DFAT

Cherry Tree Wealth Management LLC lessened its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 8.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 91,153 shares of the company’s stock after selling 8,358 shares during the period. Dimensional U.S. Targeted Value ETF comprises about 1.2% of Cherry Tree Wealth Management LLC’s portfolio, making the stock its 27th largest holding. Cherry Tree Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $5,306,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the company. CIBC Private Wealth Group LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 59.0% during the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after purchasing an additional 243 shares during the period. Centaurus Financial Inc. increased its position in Dimensional U.S. Targeted Value ETF by 5.3% during the third quarter. Centaurus Financial Inc. now owns 13,544 shares of the company’s stock worth $788,000 after buying an additional 676 shares during the last quarter. Asset Dedication LLC raised its stake in Dimensional U.S. Targeted Value ETF by 4.9% in the third quarter. Asset Dedication LLC now owns 2,513,072 shares of the company’s stock valued at $146,286,000 after buying an additional 116,955 shares during the period. Advisory Services Network LLC raised its stake in Dimensional U.S. Targeted Value ETF by 4.8% in the third quarter. Advisory Services Network LLC now owns 7,393 shares of the company’s stock valued at $430,000 after buying an additional 340 shares during the period. Finally, Vertex Planning Partners LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 7.6% in the third quarter. Vertex Planning Partners LLC now owns 4,951 shares of the company’s stock valued at $288,000 after buying an additional 349 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 0.8%

Shares of NYSEARCA DFAT opened at $61.72 on Wednesday. Dimensional U.S. Targeted Value ETF has a 12 month low of $44.01 and a 12 month high of $67.46. The stock has a 50 day moving average of $64.09 and a 200-day moving average of $60.52. The company has a market capitalization of $12.61 billion, a P/E ratio of 12.39 and a beta of 1.04.

About Dimensional U.S. Targeted Value ETF

The Dimensional U.S. Targeted Value ETF (DFAT) is an exchange-traded fund that mostly invests in extended market equity. The fund is an active, tax-managed fund that seeks to provide long-term capital appreciation from a portfolio of US mid- and small-cap value stocks. DFAT was launched on Dec 11, 1998 and is managed by Dimensional.