TFO Wealth Partners LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 4.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 396,409 shares of the company’s stock after acquiring an additional 15,141 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 3.5% of TFO Wealth Partners LLC’s investment portfolio, making the stock its 5th largest position. TFO Wealth Partners LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $23,602,000 as of its most recent SEC filing.
Several other hedge funds have also recently added to or reduced their stakes in the business. Accurate Wealth Management LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 3.0% during the 4th quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock valued at $439,000 after acquiring an additional 202 shares in the last quarter. Mutual Advisors LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 0.6% during the 4th quarter. Mutual Advisors LLC now owns 37,208 shares of the company’s stock worth $2,215,000 after purchasing an additional 224 shares during the last quarter. Brookwood Investment Group LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 4.6% during the 4th quarter. Brookwood Investment Group LLC now owns 5,304 shares of the company’s stock worth $316,000 after purchasing an additional 232 shares during the last quarter. CIBC Private Wealth Group LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 59.0% during 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 during the last quarter. Finally, CreativeOne Wealth LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 2.9% during the 3rd quarter. CreativeOne Wealth LLC now owns 8,757 shares of the company’s stock worth $510,000 after purchasing an additional 245 shares during the last quarter.
Dimensional U.S. Targeted Value ETF Price Performance
Dimensional U.S. Targeted Value ETF stock opened at $65.84 on Thursday. Dimensional U.S. Targeted Value ETF has a 12-month low of $50.75 and a 12-month high of $67.94. The stock has a market capitalization of $13.42 billion, a P/E ratio of 12.39 and a beta of 0.99. The firm’s 50-day moving average is $64.12 and its two-hundred day moving average is $62.24.
Dimensional U.S. Targeted Value ETF 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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