Independent Financial Group LLC Makes New $711,000 Investment in Dimensional U.S. Targeted Value ETF $DFAT

Independent Financial Group LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 11,378 shares of the company’s stock, valued at approximately $711,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in DFAT. Financial Harvest LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.1% during the 1st quarter. Financial Harvest LLC now owns 507,634 shares of the company’s stock valued at $31,702,000 after acquiring an additional 20,210 shares during the last quarter. D.A. Davidson & CO. raised its stake in shares of Dimensional U.S. Targeted Value ETF by 31.3% in the 1st quarter. D.A. Davidson & CO. now owns 253,054 shares of the company’s stock valued at $15,803,000 after acquiring an additional 60,314 shares in the last quarter. Navigation Group LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the 1st quarter worth approximately $12,051,000. Good Harbor Advisors Inc. acquired a new stake in Dimensional U.S. Targeted Value ETF in the 1st quarter worth approximately $841,000. Finally, Nwam LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the 1st quarter worth approximately $239,000.

Dimensional U.S. Targeted Value ETF Stock Up 0.8%

Shares of Dimensional U.S. Targeted Value ETF stock opened at $70.52 on Wednesday. Dimensional U.S. Targeted Value ETF has a 12-month low of $52.83 and a 12-month high of $71.39. The stock has a 50 day moving average price of $68.38 and a two-hundred day moving average price of $65.62. The stock has a market capitalization of $14.44 billion, a P/E ratio of 12.39 and a beta of 0.97.

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.