Dopkins Wealth Management LLC cut its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 10.4% in the 1st quarter, Holdings Channel.com reports. The fund owned 297,224 shares of the company’s stock after selling 34,488 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises approximately 7.5% of Dopkins Wealth Management LLC’s investment portfolio, making the stock its 4th biggest position. Dopkins Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $18,562,000 as of its most recent SEC filing.
A number of other institutional investors have also recently modified their holdings of DFAT. CoreFirst Bank & Trust acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth $26,000. CIBC Private Wealth Group LLC increased 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 worth $38,000 after purchasing an additional 243 shares during the period. IAG Wealth Partners LLC raised 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 purchasing an additional 663 shares in the last quarter. Timmons Wealth Management LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the fourth quarter valued at about $50,000. Finally, Optima Capital LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $60,000.
Dimensional U.S. Targeted Value ETF Stock Up 0.9%
DFAT opened at $68.95 on Thursday. The stock has a market capitalization of $14.05 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a twelve month low of $52.83 and a twelve month high of $70.25. The company has a 50-day simple moving average of $67.10 and a 200 day simple moving average of $64.36.
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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