Bridge Generations Wealth Management LLC grew its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 2.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 301,329 shares of the company’s stock after acquiring an additional 7,494 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 11.1% of Bridge Generations Wealth Management LLC’s holdings, making the stock its 2nd largest position. Bridge Generations Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $17,941,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also made changes to their positions in DFAT. CoreFirst Bank & Trust purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $26,000. CIBC Private Wealth Group LLC lifted its position in shares of 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 acquiring an additional 243 shares in the last quarter. IAG Wealth Partners LLC lifted its position in shares of 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 acquiring an additional 663 shares in the last quarter. Optima Capital LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at approximately $60,000. Finally, JPL Wealth Management LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $74,000.
Dimensional U.S. Targeted Value ETF Price Performance
NYSEARCA DFAT opened at $67.13 on Tuesday. The company has a market cap of $13.68 billion, a PE ratio of 12.39 and a beta of 0.99. The stock’s 50 day simple moving average is $65.25 and its 200-day simple moving average is $63.10. Dimensional U.S. Targeted Value ETF has a 1-year low of $51.19 and a 1-year high of $68.05.
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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