Total Wealth Planning LLC cut its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 88.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,381 shares of the company’s stock after selling 54,206 shares during the period. Dimensional U.S. Targeted Value ETF makes up approximately 0.9% of Total Wealth Planning LLC’s investment portfolio, making the stock its 26th biggest position. Total Wealth Planning LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $439,000 at the end of the most recent reporting period.
Other large investors have also recently added to or reduced their stakes in the company. CoreFirst Bank & Trust bought a new stake in Dimensional U.S. Targeted Value ETF during the third quarter worth approximately $26,000. CIBC Private Wealth Group LLC boosted its stake in 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 worth $38,000 after purchasing an additional 243 shares during the period. Timmons Wealth Management LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter worth approximately $50,000. IAG Wealth Partners LLC lifted its position in Dimensional U.S. Targeted Value ETF by 350.8% in the 3rd quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock worth $50,000 after buying an additional 663 shares in the last quarter. Finally, Optima Capital LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter worth approximately $60,000.
Dimensional U.S. Targeted Value ETF Stock Up 1.0%
DFAT stock opened at $69.58 on Friday. Dimensional U.S. Targeted Value ETF has a 12-month low of $52.27 and a 12-month high of $69.87. The company has a market cap of $14.18 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97. The company has a 50 day moving average of $66.35 and a two-hundred day moving average of $63.78.
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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