Plancorp LLC decreased its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 2.8% during the fourth quarter, HoldingsChannel.com reports. The firm owned 1,439,385 shares of the company’s stock after selling 41,221 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 2.6% of Plancorp LLC’s holdings, making the stock its 11th biggest holding. Plancorp LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $85,701,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also made changes to their positions in the business. Accurate Wealth Management LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 3.0% in the fourth quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock worth $439,000 after purchasing an additional 202 shares during the last quarter. Mutual Advisors LLC increased its stake in Dimensional U.S. Targeted Value ETF by 0.6% in the 4th quarter. Mutual Advisors LLC now owns 37,208 shares of the company’s stock worth $2,215,000 after buying an additional 224 shares during the period. Brookwood Investment Group LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 4.6% during the 4th quarter. Brookwood Investment Group LLC now owns 5,304 shares of the company’s stock valued at $316,000 after buying an additional 232 shares in the last quarter. CIBC Private Wealth Group LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 59.0% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after buying an additional 243 shares in the last quarter. Finally, CreativeOne Wealth LLC boosted its position in Dimensional U.S. Targeted Value ETF by 2.9% in the 3rd quarter. CreativeOne Wealth LLC now owns 8,757 shares of the company’s stock valued at $510,000 after buying an additional 245 shares during the period.
Dimensional U.S. Targeted Value ETF Price Performance
Shares of DFAT stock opened at $65.84 on Thursday. The company has a market capitalization of $13.42 billion, a P/E ratio of 12.39 and a beta of 0.99. The company’s 50-day simple moving average is $64.12 and its two-hundred day simple moving average is $62.24. Dimensional U.S. Targeted Value ETF has a one year low of $50.75 and a one year high of $67.94.
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.
Further Reading
- Five stocks we like better than Dimensional U.S. Targeted Value ETF
- D-Wave Earnings Looked Weak, But Investors May Be Missing This
- Nebius Upside Expands as AI Feedback Loop Intensifies
- Insider Trades: Okta and Abbott See Buys, Micron Insiders Sell
- Plug Power Flips The Switch On Profitability
Want to see what other hedge funds are holding DFAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report).
Receive News & Ratings for Dimensional U.S. Targeted Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Dimensional U.S. Targeted Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.
