Verus Wealth Management LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 33,532 shares of the company’s stock, valued at approximately $1,866,000. Dimensional U.S. Targeted Value ETF makes up about 2.1% of Verus Wealth Management LLC’s portfolio, making the stock its 13th biggest position.
Other large investors have also bought and sold shares of the company. Mattern Wealth Management LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 2.5% in the 4th quarter. Mattern Wealth Management LLC now owns 41,005 shares of the company’s stock worth $2,282,000 after purchasing an additional 1,000 shares in the last quarter. JDH Wealth Management LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter worth approximately $13,588,000. Summit Financial Strategies Inc. raised its holdings in Dimensional U.S. Targeted Value ETF by 8.5% in the 4th quarter. Summit Financial Strategies Inc. now owns 312,233 shares of the company’s stock worth $17,379,000 after acquiring an additional 24,461 shares during the last quarter. Valued Wealth Advisors LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 5.2% in the 4th quarter. Valued Wealth Advisors LLC now owns 77,876 shares of the company’s stock worth $4,335,000 after acquiring an additional 3,856 shares during the last quarter. Finally, Cathy Pareto & Associates Inc. purchased a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter worth approximately $267,000.
Dimensional U.S. Targeted Value ETF Trading Down 0.2 %
Shares of DFAT opened at $57.60 on Wednesday. The firm has a market cap of $10.66 billion, a PE ratio of 9.99 and a beta of 1.12. The firm has a fifty day simple moving average of $57.63 and a two-hundred day simple moving average of $56.05. Dimensional U.S. Targeted Value ETF has a 1-year low of $49.60 and a 1-year high of $61.75.
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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