Navigate Wealth Management LLC Makes New $2.13 Million Investment in Dimensional U.S. Targeted Value ETF $DFAT

Navigate Wealth Management LLC bought a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the first quarter, according to its most recent 13F filing with the SEC. The fund bought 32,069 shares of the company’s stock, valued at approximately $2,128,000. Dimensional U.S. Targeted Value ETF comprises about 1.5% of Navigate Wealth Management LLC’s holdings, making the stock its 17th largest position.

Other hedge funds have also recently made changes to their positions in the company. CIBC Private Wealth Group LLC grew its position 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 worth $38,000 after acquiring an additional 243 shares in the last quarter. Timmons Wealth Management LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the fourth quarter worth approximately $50,000. Optima Capital LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the fourth quarter valued at approximately $60,000. JPL Wealth Management LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the third quarter valued at approximately $74,000. Finally, Modus Advisors LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the fourth quarter valued at approximately $82,000.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA:DFAT opened at $69.65 on Monday. The firm has a market capitalization of $14.26 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 $67.93 and a 200-day simple moving average of $65.13. Dimensional U.S. Targeted Value ETF has a 1 year low of $52.83 and a 1 year high of $70.43.

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.