Concentrum Wealth Management Lowers Stake in Dimensional U.S. Targeted Value ETF $DFAT

Concentrum Wealth Management reduced its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 47.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,096 shares of the company’s stock after selling 14,282 shares during the period. Concentrum Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $958,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. CoreFirst Bank & Trust purchased a new position in Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at about $26,000. CIBC Private Wealth Group LLC lifted its position in 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 valued at $38,000 after acquiring an additional 243 shares during the period. IAG Wealth Partners LLC lifted its position in 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 valued at $50,000 after acquiring an additional 663 shares during the period. Optima Capital LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $60,000. Finally, JPL Wealth Management LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at about $74,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA DFAT opened at $66.65 on Tuesday. The stock has a market cap of $13.58 billion, a P/E ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a 1 year low of $50.75 and a 1 year high of $67.94. The firm has a 50-day moving average of $64.09 and a 200 day moving average of $62.12.

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.