Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) is Activest Wealth Management’s 10th Largest Position

Activest Wealth Management grew its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFATFree Report) by 7.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 154,758 shares of the company’s stock after buying an additional 10,741 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for approximately 2.4% of Activest Wealth Management’s portfolio, making the stock its 10th largest holding. Activest Wealth Management owned about 0.08% of Dimensional U.S. Targeted Value ETF worth $8,614,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of DFAT. Pure Financial Advisors LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 28.9% during the third quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock valued at $197,951,000 after acquiring an additional 797,607 shares during the last quarter. Triune Financial Partners LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at about $18,067,000. Helen Stephens Group LLC raised its position in Dimensional U.S. Targeted Value ETF by 8,003.4% during the 4th quarter. Helen Stephens Group LLC now owns 317,735 shares of the company’s stock valued at $17,685,000 after purchasing an additional 313,814 shares during the last quarter. EP Wealth Advisors LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 18.5% in the 3rd quarter. EP Wealth Advisors LLC now owns 1,848,655 shares of the company’s stock worth $102,841,000 after buying an additional 288,340 shares during the period. Finally, JDH Wealth Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter worth approximately $13,588,000.

Dimensional U.S. Targeted Value ETF Stock Down 0.9 %

Shares of Dimensional U.S. Targeted Value ETF stock opened at $56.93 on Monday. The business has a 50 day moving average of $57.18 and a 200 day moving average of $56.16. Dimensional U.S. Targeted Value ETF has a 52 week low of $49.73 and a 52 week high of $61.75. The company has a market cap of $10.54 billion, a PE ratio of 9.99 and a beta of 1.12.

Dimensional U.S. Targeted Value ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

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