Generations Wealth LLC Invests $2.85 Million in Dimensional U.S. Targeted Value ETF $DFAT

Generations Wealth LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 47,775 shares of the company’s stock, valued at approximately $2,845,000. Dimensional U.S. Targeted Value ETF accounts for about 2.9% of Generations Wealth LLC’s portfolio, making the stock its 9th largest holding.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. CoreFirst Bank & Trust bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth about $26,000. CIBC Private Wealth Group LLC lifted its holdings 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 acquiring an additional 243 shares during the period. IAG Wealth Partners LLC lifted 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 acquiring an additional 663 shares during the period. Timmons Wealth Management LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth about $50,000. Finally, Optima Capital LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth about $60,000.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA:DFAT opened at $69.58 on Friday. The company has a 50-day moving average of $66.35 and a 200-day moving average of $63.78. The company has a market capitalization of $14.18 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 52 week low of $52.27 and a 52 week high of $69.87.

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.