Vestment Financial LLC Has $4.23 Million Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Vestment Financial LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 11.3% in the first quarter, Holdings Channel.com reports. The fund owned 81,399 shares of the company’s stock after buying an additional 8,254 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises about 3.0% of Vestment Financial LLC’s portfolio, making the stock its 10th largest holding. Vestment Financial LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,225,000 as of its most recent filing with the SEC.

A number of other large investors have also recently made changes to their positions in DFAT. Betterment LLC increased its stake in Dimensional U.S. Targeted Value ETF by 5.6% during the 4th quarter. Betterment LLC now owns 262,780 shares of the company’s stock valued at $14,626,000 after purchasing an additional 13,827 shares in the last quarter. Dopkins Wealth Management LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 14.3% in the 4th quarter. Dopkins Wealth Management LLC now owns 326,625 shares of the company’s stock valued at $18,180,000 after purchasing an additional 40,982 shares during the period. JPMorgan Chase & Co. grew its position in shares of Dimensional U.S. Targeted Value ETF by 77.7% during the 4th quarter. JPMorgan Chase & Co. now owns 461,497 shares of the company’s stock valued at $25,687,000 after acquiring an additional 201,747 shares during the period. CreativeOne Wealth LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at approximately $222,000. Finally, Integrated Wealth Concepts LLC raised its position in Dimensional U.S. Targeted Value ETF by 6.6% during the fourth quarter. Integrated Wealth Concepts LLC now owns 29,326 shares of the company’s stock worth $1,632,000 after acquiring an additional 1,826 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock opened at $53.19 on Tuesday. The stock’s fifty day moving average is $50.00 and its two-hundred day moving average is $53.87. The firm has a market capitalization of $10.48 billion, a P/E ratio of 13.37 and a beta of 1.05. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $44.01 and a fifty-two week high of $61.75.

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.