Ponta Wealth Partners LLC Buys Shares of 16,813 Dimensional U.S. Targeted Value ETF $DFAT

Ponta Wealth Partners LLC purchased a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 16,813 shares of the company’s stock, valued at approximately $1,001,000. Dimensional U.S. Targeted Value ETF accounts for approximately 0.9% of Ponta Wealth Partners LLC’s holdings, making the stock its 26th largest position.

Several other institutional investors have also recently made changes to their positions in DFAT. CoreFirst Bank & Trust acquired a new stake in Dimensional U.S. Targeted Value ETF during the third quarter worth $26,000. CIBC Private Wealth Group LLC lifted 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 valued at $38,000 after purchasing an additional 243 shares during the last quarter. IAG Wealth Partners LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 350.8% during the 3rd quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock worth $50,000 after purchasing an additional 663 shares during the period. Optima Capital LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth $60,000. Finally, McIlrath & Eck LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 70.7% during the 3rd quarter. McIlrath & Eck LLC now owns 1,224 shares of the company’s stock worth $71,000 after purchasing an additional 507 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 0.7%

Shares of DFAT opened at $67.62 on Thursday. The firm has a market cap of $13.78 billion, a P/E ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a 12-month low of $49.66 and a 12-month high of $67.94. The company’s 50-day moving average price is $64.01 and its 200 day moving average price is $61.92.

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.