Activest Wealth Management Has $7.02 Million Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Activest Wealth Management lifted its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFATFree Report) by 5.4% during the first quarter, HoldingsChannel reports. The firm owned 128,904 shares of the company’s stock after acquiring an additional 6,635 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 3.4% of Activest Wealth Management’s investment portfolio, making the stock its 7th largest position. Activest Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $7,016,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in the stock. Trust Co of the South acquired a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter worth approximately $100,019,000. Great Oak Capital Partners LLC acquired a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at $48,866,000. Forum Financial Management LP boosted its position in Dimensional U.S. Targeted Value ETF by 7.2% during the third quarter. Forum Financial Management LP now owns 8,948,684 shares of the company’s stock worth $408,865,000 after purchasing an additional 599,382 shares during the period. Creative Planning increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.1% in the fourth quarter. Creative Planning now owns 13,638,740 shares of the company’s stock valued at $713,715,000 after purchasing an additional 534,891 shares during the last quarter. Finally, Savant Capital LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 9.6% in the third quarter. Savant Capital LLC now owns 5,108,102 shares of the company’s stock valued at $233,389,000 after purchasing an additional 446,501 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Down 0.1 %

Shares of NYSEARCA DFAT traded down $0.08 during mid-day trading on Tuesday, reaching $54.08. 174,272 shares of the company were exchanged, compared to its average volume of 242,923. Dimensional U.S. Targeted Value ETF has a twelve month low of $41.93 and a twelve month high of $54.64. The stock has a market capitalization of $10.01 billion, a P/E ratio of 9.99 and a beta of 1.12. The company’s 50-day simple moving average is $52.67 and its 200-day simple moving average is $50.94.

Dimensional U.S. Targeted Value ETF Company Profile

(Free Report)

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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Want to see what other hedge funds are holding DFAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFATFree Report).

Institutional Ownership by Quarter for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

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