Truepoint Inc. lessened its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 1.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,504,669 shares of the company’s stock after selling 19,354 shares during the period. Dimensional U.S. Targeted Value ETF comprises about 2.0% of Truepoint Inc.’s holdings, making the stock its 15th largest holding. Truepoint Inc. owned approximately 0.74% of Dimensional U.S. Targeted Value ETF worth $89,588,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors also recently bought and sold shares of the company. CoreFirst Bank & Trust bought a new position in Dimensional U.S. Targeted Value ETF during the 3rd quarter worth approximately $26,000. CIBC Private Wealth Group LLC lifted 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 valued at $38,000 after purchasing an additional 243 shares during the last quarter. IAG Wealth Partners LLC lifted 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 valued at $50,000 after purchasing an additional 663 shares during the last quarter. Optima Capital LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter valued at approximately $60,000. Finally, JPL Wealth Management LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter worth approximately $74,000.
Dimensional U.S. Targeted Value ETF Stock Down 0.6%
Shares of NYSEARCA DFAT opened at $67.69 on Thursday. The firm’s fifty day moving average is $66.08 and its 200 day moving average is $63.65. Dimensional U.S. Targeted Value ETF has a 52 week low of $52.27 and a 52 week high of $68.86. The company has a market cap of $13.80 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97.
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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