Vistica Wealth Advisors LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The fund acquired 68,325 shares of the company’s stock, valued at approximately $4,068,000. Dimensional U.S. Targeted Value ETF makes up about 4.1% of Vistica Wealth Advisors LLC’s holdings, making the stock its 7th largest position.
A number of other large investors have also recently made changes to their positions in DFAT. CoreFirst Bank & Trust purchased a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $26,000. CIBC Private Wealth Group LLC lifted its holdings in 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 worth $38,000 after purchasing an additional 243 shares in the last quarter. IAG Wealth Partners LLC lifted its holdings in 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 worth $50,000 after purchasing an additional 663 shares in the last quarter. Timmons Wealth Management LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter worth approximately $50,000. Finally, Optima Capital LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter worth approximately $60,000.
Dimensional U.S. Targeted Value ETF Trading Up 1.0%
NYSEARCA DFAT opened at $69.58 on Friday. The stock’s 50 day moving average is $66.35 and its 200 day moving average is $63.78. Dimensional U.S. Targeted Value ETF has a 12 month low of $52.27 and a 12 month high of $69.87. The stock has a market cap of $14.18 billion, a PE 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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