Larson Financial Group LLC lowered its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 5.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 229,914 shares of the company’s stock after selling 12,298 shares during the quarter. Larson Financial Group LLC owned approximately 0.11% of Dimensional U.S. Targeted Value ETF worth $13,689,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. CoreFirst Bank & Trust purchased a new position in Dimensional U.S. Targeted Value ETF in the third quarter valued at about $26,000. CIBC Private Wealth Group LLC grew its stake in Dimensional U.S. Targeted Value ETF by 59.0% in the third 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 in the last quarter. IAG Wealth Partners LLC boosted its stake 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 in the last quarter. Optima Capital LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth about $60,000. Finally, JPL Wealth Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth about $74,000.
Dimensional U.S. Targeted Value ETF Stock Performance
DFAT opened at $65.84 on Tuesday. The company has a market cap of $13.42 billion, a PE ratio of 12.39 and a beta of 0.99. The stock has a 50-day moving average of $64.20 and a 200-day moving average of $62.40. Dimensional U.S. Targeted Value ETF has a 52-week low of $50.75 and a 52-week high of $67.94.
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.
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