4,025 Shares in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Acquired by Core Wealth Management Inc.

Core Wealth Management Inc. acquired a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 4,025 shares of the company’s stock, valued at approximately $211,000. Dimensional U.S. Targeted Value ETF comprises 0.1% of Core Wealth Management Inc.’s investment portfolio, making the stock its 20th largest holding.

Other institutional investors also recently modified their holdings of the company. Truvestments Capital LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter worth approximately $46,000. Castleview Partners LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter worth approximately $51,000. Trifecta Capital Advisors LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 281.8% in the fourth quarter. Trifecta Capital Advisors LLC now owns 1,512 shares of the company’s stock worth $79,000 after buying an additional 1,116 shares in the last quarter. Jones Financial Companies Lllp boosted its stake in Dimensional U.S. Targeted Value ETF by 49.6% in the third quarter. Jones Financial Companies Lllp now owns 2,145 shares of the company’s stock worth $98,000 after buying an additional 711 shares in the last quarter. Finally, Global Retirement Partners LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 11.4% in the third quarter. Global Retirement Partners LLC now owns 2,310 shares of the company’s stock worth $102,000 after buying an additional 237 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT traded up $0.34 during midday trading on Friday, hitting $52.00. The stock had a trading volume of 190,521 shares, compared to its average volume of 251,808. The company has a market cap of $9.62 billion, a P/E ratio of 9.58 and a beta of 0.94. The business has a fifty day moving average of $52.17 and a 200 day moving average of $49.80. Dimensional U.S. Targeted Value ETF has a 1 year low of $41.16 and a 1 year high of $54.64.

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.