Summit Financial Strategies Inc. raised its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 8.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 446,289 shares of the company’s stock after acquiring an additional 33,660 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 2.2% of Summit Financial Strategies Inc.’s portfolio, making the stock its 14th largest holding. Summit Financial Strategies Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $27,871,000 as of its most recent SEC filing.
A number of other hedge funds have also recently modified their holdings of DFAT. CIBC Private Wealth Group LLC increased its stake 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 worth $38,000 after purchasing an additional 243 shares in the last quarter. Timmons Wealth Management LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter valued at $50,000. Optima Capital LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter valued at $60,000. JPL Wealth Management LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the third quarter valued at about $74,000. Finally, Modus Advisors LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the fourth quarter valued at about $82,000.
Dimensional U.S. Targeted Value ETF Stock Up 0.6%
DFAT traded up $0.43 during midday trading on Friday, reaching $69.65. The company had a trading volume of 326,489 shares, compared to its average volume of 356,205. The business has a 50-day moving average of $67.93 and a two-hundred day moving average of $65.10. Dimensional U.S. Targeted Value ETF has a 1 year low of $52.83 and a 1 year high of $70.43. The company has a market cap of $14.26 billion, a P/E ratio of 12.39 and a beta of 0.97.
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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