Vistica Wealth Advisors LLC Makes New $4.07 Million Investment in Dimensional U.S. Targeted Value ETF $DFAT

Vistica Wealth Advisors LLC bought a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 68,325 shares of the company’s stock, valued at approximately $4,068,000. Dimensional U.S. Targeted Value ETF comprises about 4.1% of Vistica Wealth Advisors LLC’s investment portfolio, making the stock its 7th largest position.

Several other institutional investors and hedge funds have also bought and sold shares of DFAT. CoreFirst Bank & Trust purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at about $26,000. CIBC Private Wealth Group LLC lifted its position in shares of 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. Timmons Wealth Management LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $50,000. IAG Wealth Partners LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 350.8% during the 3rd quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock valued at $50,000 after buying an additional 663 shares in the last quarter. Finally, Optima Capital LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $60,000.

Dimensional U.S. Targeted Value ETF Stock Up 1.0%

DFAT stock opened at $69.58 on Friday. Dimensional U.S. Targeted Value ETF has a twelve month low of $52.27 and a twelve month high of $69.87. The stock has a market cap of $14.18 billion, a P/E ratio of 12.39 and a beta of 0.97. The business’s 50-day moving average price is $66.35 and its 200-day moving average price is $63.78.

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.