Ponta Wealth Partners LLC Takes $1 Million Position in Dimensional U.S. Targeted Value ETF $DFAT

Ponta Wealth Partners LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor bought 16,813 shares of the company’s stock, valued at approximately $1,001,000. Dimensional U.S. Targeted Value ETF accounts for approximately 0.9% of Ponta Wealth Partners LLC’s holdings, making the stock its 26th biggest position.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. CoreFirst Bank & Trust acquired a new position in Dimensional U.S. Targeted Value ETF during the third quarter worth $26,000. CIBC Private Wealth Group LLC grew its position in shares of 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 period. IAG Wealth Partners LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 350.8% during the third quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock worth $50,000 after purchasing an additional 663 shares in the last quarter. Optima Capital LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $60,000. Finally, McIlrath & Eck LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 70.7% during the 3rd quarter. McIlrath & Eck LLC now owns 1,224 shares of the company’s stock worth $71,000 after purchasing an additional 507 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 0.7%

Shares of Dimensional U.S. Targeted Value ETF stock opened at $67.62 on Thursday. The firm has a market capitalization of $13.78 billion, a PE ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a twelve month low of $49.66 and a twelve month high of $67.94. The firm’s 50-day moving average price is $64.01 and its 200 day moving average price is $61.92.

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.