Aspen Wealth Management LLC raised its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 2.3% during the third quarter, Holdings Channel.com reports. The firm owned 598,413 shares of the company’s stock after purchasing an additional 13,731 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 6.4% of Aspen Wealth Management LLC’s investment portfolio, making the stock its 5th largest position. Aspen Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $39,759,000 as of its most recent SEC filing.
A number of other institutional investors also recently added to or reduced their stakes in DFAT. Parallel Advisors LLC increased its position in Dimensional U.S. Targeted Value ETF by 49.9% during the 1st quarter. Parallel Advisors LLC now owns 811 shares of the company’s stock worth $51,000 after purchasing an additional 270 shares during the period. BankChampaign National Association purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter worth approximately $129,000. Cassaday & Co Wealth Management LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter worth approximately $193,000. Sage Rhino Capital LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter worth approximately $204,000. Finally, Northeast Planning Associates INC. NH acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at approximately $204,000.
Dimensional U.S. Targeted Value ETF Trading Down 1.2%
Shares of DFAT traded down $0.83 during mid-day trading on Wednesday, hitting $66.92. The company’s stock had a trading volume of 79,900 shares, compared to its average volume of 336,703. The firm has a 50-day simple moving average of $69.98 and a 200 day simple moving average of $68.39. The firm has a market capitalization of $13.77 billion, a P/E ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a 1-year low of $55.12 and a 1-year high of $72.81.
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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