CFS Investment Advisory Services LLC Has $4.91 Million Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

CFS Investment Advisory Services LLC grew its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFATFree Report) by 4.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 93,803 shares of the company’s stock after purchasing an additional 3,572 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises about 0.9% of CFS Investment Advisory Services LLC’s portfolio, making the stock its 22nd biggest position. CFS Investment Advisory Services LLC owned approximately 0.05% of Dimensional U.S. Targeted Value ETF worth $4,909,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. BetterWealth LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.3% in the fourth quarter. BetterWealth LLC now owns 76,414 shares of the company’s stock valued at $3,999,000 after acquiring an additional 241 shares in the last quarter. EverSource Wealth Advisors LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 0.5% in the fourth quarter. EverSource Wealth Advisors LLC now owns 54,892 shares of the company’s stock valued at $2,872,000 after purchasing an additional 266 shares during the last quarter. TFB Advisors LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 4.9% in the third quarter. TFB Advisors LLC now owns 6,176 shares of the company’s stock valued at $282,000 after purchasing an additional 288 shares during the last quarter. Parkside Financial Bank & Trust lifted its stake in Dimensional U.S. Targeted Value ETF by 3.4% in the third quarter. Parkside Financial Bank & Trust now owns 9,198 shares of the company’s stock valued at $420,000 after purchasing an additional 301 shares during the last quarter. Finally, Grand Wealth Management LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 0.7% in the third quarter. Grand Wealth Management LLC now owns 55,743 shares of the company’s stock valued at $2,547,000 after purchasing an additional 367 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Down 1.0 %

Dimensional U.S. Targeted Value ETF stock traded down $0.52 during trading on Friday, hitting $52.12. The stock had a trading volume of 273,081 shares, compared to its average volume of 239,276. Dimensional U.S. Targeted Value ETF has a 1 year low of $42.53 and a 1 year high of $54.64. The stock’s 50 day moving average is $52.71 and its two-hundred day moving average is $51.54. The stock has a market cap of $9.65 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12.

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

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