HBK Sorce Advisory LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) during the 4th quarter, HoldingsChannel reports. The institutional investor purchased 9,441 shares of the company’s stock, valued at approximately $562,000.
Other institutional investors have also recently made changes to their positions in the company. Accurate Wealth Management LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 3.0% during the fourth quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock worth $439,000 after purchasing an additional 202 shares in the last quarter. Mutual Advisors LLC grew its position in Dimensional U.S. Targeted Value ETF by 0.6% during the fourth quarter. Mutual Advisors LLC now owns 37,208 shares of the company’s stock worth $2,215,000 after buying an additional 224 shares during the period. Brookwood Investment Group LLC grew its position in Dimensional U.S. Targeted Value ETF by 4.6% during the fourth quarter. Brookwood Investment Group LLC now owns 5,304 shares of the company’s stock worth $316,000 after buying an additional 232 shares during the period. CIBC Private Wealth Group LLC grew its position 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 buying an additional 243 shares during the period. Finally, CreativeOne Wealth LLC grew its position in Dimensional U.S. Targeted Value ETF by 2.9% during the third quarter. CreativeOne Wealth LLC now owns 8,757 shares of the company’s stock worth $510,000 after buying an additional 245 shares during the period.
Dimensional U.S. Targeted Value ETF Price Performance
DFAT stock opened at $67.58 on Wednesday. The company’s 50 day simple moving average is $64.77 and its 200-day simple moving average is $62.81. The firm has a market capitalization of $13.77 billion, a PE ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a 12 month low of $51.19 and a 12 month high of $67.94.
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.
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Want to see what other hedge funds are holding DFAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report).
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