Sensible Money LLC raised its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 5.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,020,908 shares of the company’s stock after purchasing an additional 55,309 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for approximately 19.4% of Sensible Money LLC’s investment portfolio, making the stock its 2nd biggest position. Sensible Money LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $60,785,000 at the end of the most recent quarter.
A number of other large investors have also recently modified their holdings of DFAT. CoreFirst Bank & Trust acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at $26,000. CIBC Private Wealth Group LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 59.0% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after purchasing an additional 243 shares in the last quarter. IAG Wealth Partners LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 350.8% in the 3rd quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock valued at $50,000 after purchasing an additional 663 shares in the last quarter. Optima Capital LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter valued at $60,000. Finally, JPL Wealth Management LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at $74,000.
Dimensional U.S. Targeted Value ETF Stock Performance
Shares of DFAT stock opened at $66.95 on Monday. The stock’s fifty day moving average price is $64.52 and its two-hundred day moving average price is $62.66. The company has a market cap of $13.64 billion, a PE ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $50.75 and a fifty-two week high of $67.94.
Dimensional U.S. Targeted Value ETF Company 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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