Twin Cities Retirement Group LLC Acquires Shares of 137,261 Dimensional U.S. Targeted Value ETF $DFAT

Twin Cities Retirement Group LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund acquired 137,261 shares of the company’s stock, valued at approximately $8,173,000. Dimensional U.S. Targeted Value ETF accounts for 7.9% of Twin Cities Retirement Group LLC’s portfolio, making the stock its 6th largest holding. Twin Cities Retirement Group LLC owned approximately 0.07% of Dimensional U.S. Targeted Value ETF at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Americana Partners LLC acquired a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at approximately $217,000. Ferguson Johnson Wealth Management Inc acquired a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at approximately $5,849,000. Axxcess Wealth Management LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 353.6% during the 4th quarter. Axxcess Wealth Management LLC now owns 266,694 shares of the company’s stock valued at $15,879,000 after acquiring an additional 207,895 shares during the period. Signature Estate & Investment Advisors LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 45.2% during the 4th quarter. Signature Estate & Investment Advisors LLC now owns 58,012 shares of the company’s stock valued at $3,454,000 after acquiring an additional 18,068 shares during the period. Finally, Global Retirement Partners LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 54.0% during the 4th quarter. Global Retirement Partners LLC now owns 22,763 shares of the company’s stock valued at $1,355,000 after acquiring an additional 7,982 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

DFAT opened at $66.95 on Friday. The firm has a fifty day moving average price of $64.52 and a 200 day moving average price of $62.62. Dimensional U.S. Targeted Value ETF has a 1 year low of $50.75 and a 1 year high of $67.94. The stock has a market cap of $13.64 billion, a P/E ratio of 12.39 and a beta of 0.99.

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.