Legacy Financial Advisors Inc. boosted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 60.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,305 shares of the company’s stock after buying an additional 8,067 shares during the period. Legacy Financial Advisors Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,269,000 as of its most recent SEC filing.
Other large investors have also recently added to or reduced their stakes in the company. CoreFirst Bank & Trust acquired a new stake in Dimensional U.S. Targeted Value ETF in the third quarter worth $26,000. CIBC Private Wealth Group LLC increased its position in Dimensional U.S. Targeted Value ETF by 59.0% in the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after buying an additional 243 shares during the period. IAG Wealth Partners LLC increased its position in Dimensional U.S. Targeted Value ETF by 350.8% in the third quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock worth $50,000 after buying an additional 663 shares during the period. Optima Capital LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the fourth quarter worth $60,000. Finally, JPL Wealth Management LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the third quarter worth $74,000.
Dimensional U.S. Targeted Value ETF Price Performance
Shares of NYSEARCA DFAT opened at $66.22 on Wednesday. Dimensional U.S. Targeted Value ETF has a 1-year low of $50.75 and a 1-year high of $67.94. The business’s fifty day moving average price is $64.11 and its two-hundred day moving average price is $62.19. The firm has a market capitalization of $13.50 billion, a PE ratio of 12.39 and a beta of 0.99.
Dimensional U.S. Targeted Value ETF Profile
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.
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