Bedel Financial Consulting Inc. increased its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 13.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 75,161 shares of the company’s stock after purchasing an additional 8,622 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 0.5% of Bedel Financial Consulting Inc.’s holdings, making the stock its 26th biggest position. Bedel Financial Consulting Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,694,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors and hedge funds have also recently bought and sold shares of the company. CIBC Private Wealth Group LLC grew its holdings 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 buying an additional 243 shares during the last quarter. Timmons Wealth Management LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth $50,000. Optima Capital LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth $60,000. JPL Wealth Management LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at $74,000. Finally, Modus Advisors LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at $82,000.
Dimensional U.S. Targeted Value ETF Price Performance
DFAT opened at $69.65 on Monday. The firm has a market cap of $14.26 billion, a P/E ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 52 week low of $52.83 and a 52 week high of $70.43. The business’s fifty day simple moving average is $67.93 and its 200 day simple moving average is $65.13.
Dimensional U.S. Targeted Value ETF Profile
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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