Olistico Wealth LLC Acquires 11,274 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Olistico Wealth LLC raised its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 85.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 24,495 shares of the company’s stock after acquiring an additional 11,274 shares during the quarter. Olistico Wealth LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,458,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. CoreFirst Bank & Trust bought a new position in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter worth $26,000. CIBC Private Wealth Group LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 59.0% in the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after purchasing an additional 243 shares during the last quarter. IAG Wealth Partners LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 350.8% in the third quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock valued at $50,000 after buying an additional 663 shares during the period. McIlrath & Eck LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 70.7% during the third quarter. McIlrath & Eck LLC now owns 1,224 shares of the company’s stock worth $71,000 after buying an additional 507 shares during the last quarter. Finally, Retirement Wealth Solutions LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth about $72,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT opened at $62.69 on Thursday. The firm’s 50 day simple moving average is $64.00 and its 200 day simple moving average is $60.61. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $44.01 and a fifty-two week high of $67.46. The company has a market capitalization of $12.81 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04.

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.