Larson Financial Group LLC lessened its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 5.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 229,914 shares of the company’s stock after selling 12,298 shares during the quarter. Larson Financial Group LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $13,689,000 as of its most recent filing with the SEC.
Other large investors also recently made changes to their positions in the company. CoreFirst Bank & Trust bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth about $26,000. CIBC Private Wealth Group LLC boosted its stake 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 worth $38,000 after acquiring an additional 243 shares in the last quarter. IAG Wealth Partners LLC boosted its stake 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 worth $50,000 after acquiring an additional 663 shares in the last quarter. Optima Capital LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth about $60,000. Finally, JPL Wealth Management LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth about $74,000.
Dimensional U.S. Targeted Value ETF Stock Performance
NYSEARCA DFAT opened at $65.84 on Tuesday. Dimensional U.S. Targeted Value ETF has a twelve month low of $50.75 and a twelve month high of $67.94. The stock has a market capitalization of $13.42 billion, a PE ratio of 12.39 and a beta of 0.99. The stock has a 50-day simple moving average of $64.20 and a 200 day simple moving average of $62.40.
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.
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