Total Clarity Wealth Management Inc. Takes Position in Dimensional U.S. Targeted Value ETF $DFAT

Total Clarity Wealth Management Inc. acquired a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 72,272 shares of the company’s stock, valued at approximately $4,513,000. Dimensional U.S. Targeted Value ETF makes up approximately 1.1% of Total Clarity Wealth Management Inc.’s holdings, making the stock its 24th largest position.

Several other hedge funds have also added to or reduced their stakes in the business. Brighton Jones LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 22.3% in the fourth quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock worth $1,158,000 after acquiring an additional 3,799 shares in the last quarter. Goldman Sachs Group Inc. bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter valued at about $1,376,000. NewEdge Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. NewEdge Advisors LLC now owns 99,098 shares of the company’s stock valued at $5,347,000 after purchasing an additional 1,393 shares during the period. Sei Investments Co. acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at approximately $703,000. Finally, Main Street Financial Solutions LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. Main Street Financial Solutions LLC now owns 41,952 shares of the company’s stock valued at $2,264,000 after purchasing an additional 576 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA DFAT opened at $68.56 on Tuesday. The stock has a market cap of $13.97 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97. The business has a 50 day simple moving average of $66.95 and a 200 day simple moving average of $64.24. Dimensional U.S. Targeted Value ETF has a 52-week low of $52.27 and a 52-week high of $70.25.

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.