Financial Harvest LLC increased its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 4.1% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 507,634 shares of the company’s stock after acquiring an additional 20,210 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 18.7% of Financial Harvest LLC’s portfolio, making the stock its biggest holding. Financial Harvest LLC owned 0.25% of Dimensional U.S. Targeted Value ETF worth $31,702,000 as of its most recent filing with the SEC.
Other large investors also recently added to or reduced their stakes in the company. CIBC Private Wealth Group LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 59.0% during 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. Timmons Wealth Management LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $50,000. Optima Capital LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $60,000. Modus Advisors LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth about $82,000. Finally, Tradewinds Capital Management LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 221.3% during the 4th quarter. Tradewinds Capital Management LLC now owns 1,645 shares of the company’s stock worth $98,000 after purchasing an additional 1,133 shares during the last quarter.
Dimensional U.S. Targeted Value ETF Trading Up 0.5%
NYSEARCA:DFAT opened at $70.03 on Thursday. Dimensional U.S. Targeted Value ETF has a 12 month low of $52.83 and a 12 month high of $70.43. The stock has a 50 day moving average of $68.08 and a two-hundred day moving average of $65.33. The firm has a market cap of $14.34 billion, a P/E ratio of 12.39 and a beta of 0.97.
About Dimensional U.S. Targeted Value ETF
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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