TFO Wealth Partners LLC decreased its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 1.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 392,197 shares of the company’s stock after selling 6,549 shares during the period. Dimensional U.S. Targeted Value ETF accounts for approximately 10.4% of TFO Wealth Partners LLC’s holdings, making the stock its 3rd biggest holding. TFO Wealth Partners LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $21,830,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also added to or reduced their stakes in DFAT. Raymond James Financial Inc. acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter valued at approximately $69,228,000. Elser Financial Planning Inc bought a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter worth approximately $39,304,000. Pure Financial Advisors LLC increased its stake in Dimensional U.S. Targeted Value ETF by 12.9% during the 4th quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock worth $223,579,000 after purchasing an additional 458,509 shares in the last quarter. Financial Harvest LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter worth approximately $22,206,000. Finally, Babb Wealth Advisors LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter worth approximately $18,388,000.
Dimensional U.S. Targeted Value ETF Stock Down 0.5 %
Shares of DFAT opened at $51.25 on Wednesday. The stock has a market capitalization of $10.03 billion, a P/E ratio of 13.23 and a beta of 1.05. Dimensional U.S. Targeted Value ETF has a twelve month low of $50.16 and a twelve month high of $61.75. The company has a 50 day moving average of $55.96 and a 200-day moving average of $56.30.
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.
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