Clune & Associates LTD. increased its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 13.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 68,991 shares of the company’s stock after acquiring an additional 8,245 shares during the period. Dimensional U.S. Targeted Value ETF makes up approximately 1.1% of Clune & Associates LTD.’s investment portfolio, making the stock its 29th biggest position. Clune & Associates LTD.’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,552,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also recently modified their holdings of DFAT. Frazier Financial Advisors LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 5.4% in the fourth quarter. Frazier Financial Advisors LLC now owns 3,789 shares of the company’s stock worth $210,000 after buying an additional 194 shares during the period. AdvisorNet Financial Inc increased its position in Dimensional U.S. Targeted Value ETF by 5.9% during the 1st quarter. AdvisorNet Financial Inc now owns 3,984 shares of the company’s stock valued at $205,000 after purchasing an additional 221 shares during the period. Claris Advisors LLC MO raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.3% in the 4th quarter. Claris Advisors LLC MO now owns 80,881 shares of the company’s stock valued at $4,502,000 after purchasing an additional 261 shares in the last quarter. Grand Wealth Management LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 1.6% during the fourth quarter. Grand Wealth Management LLC now owns 18,278 shares of the company’s stock valued at $1,017,000 after purchasing an additional 281 shares in the last quarter. Finally, Verus Wealth Management LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 0.9% during the first quarter. Verus Wealth Management LLC now owns 33,818 shares of the company’s stock valued at $1,741,000 after buying an additional 286 shares during the period.
Dimensional U.S. Targeted Value ETF Stock Up 1.5%
Shares of NYSEARCA:DFAT opened at $56.10 on Thursday. The firm has a 50 day moving average of $52.22 and a 200 day moving average of $53.20. The company has a market capitalization of $11.08 billion, a price-to-earnings ratio of 12.39 and a beta of 1.05. Dimensional U.S. Targeted Value ETF has a 52 week low of $44.01 and a 52 week high of $61.75.
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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