Good Harbor Advisors Inc. Makes New Investment in Dimensional U.S. Targeted Value ETF $DFAT

Good Harbor Advisors Inc. bought a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 13,465 shares of the company’s stock, valued at approximately $841,000. Dimensional U.S. Targeted Value ETF comprises approximately 0.9% of Good Harbor Advisors Inc.’s investment portfolio, making the stock its 24th biggest holding.

A number of other institutional investors and hedge funds have also made changes to their positions in DFAT. CIBC Private Wealth Group LLC boosted its position in 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 valued at $38,000 after purchasing an additional 243 shares during the period. Timmons Wealth Management LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the fourth quarter worth $50,000. Optima Capital LLC bought a new stake in Dimensional U.S. Targeted Value ETF in the fourth quarter valued at $60,000. Modus Advisors LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter valued at $82,000. Finally, Tradewinds Capital Management LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 221.3% during the fourth quarter. Tradewinds Capital Management LLC now owns 1,645 shares of the company’s stock worth $98,000 after acquiring an additional 1,133 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 0.5%

DFAT stock opened at $70.03 on Thursday. The stock has a market cap of $14.34 billion, a PE ratio of 12.39 and a beta of 0.97. The firm’s 50-day simple moving average is $68.08 and its 200 day simple moving average is $65.33. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $52.83 and a fifty-two week high of $70.43.

Dimensional U.S. Targeted Value ETF Company 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.