Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Acquired by Integrated Wealth Concepts LLC

Integrated Wealth Concepts LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 29,326 shares of the company’s stock after acquiring an additional 1,826 shares during the period. Integrated Wealth Concepts LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,632,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Raymond James Financial Inc. purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth $69,228,000. Elser Financial Planning Inc acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at about $39,304,000. Tumwater Wealth Management LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $30,702,000. Pure Financial Advisors LLC grew its position in Dimensional U.S. Targeted Value ETF by 12.9% during the fourth quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock worth $223,579,000 after buying an additional 458,509 shares during the period. Finally, Financial Harvest LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the fourth quarter valued at about $22,206,000.

Dimensional U.S. Targeted Value ETF Trading Up 0.4 %

DFAT stock opened at $49.23 on Tuesday. The company has a market cap of $9.65 billion, a price-to-earnings ratio of 11.68 and a beta of 1.05. The firm has a 50 day moving average of $50.65 and a 200-day moving average of $54.98. Dimensional U.S. Targeted Value ETF has a 12-month low of $44.01 and a 12-month high of $61.75.

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.