Financial Harvest LLC Has $29.02 Million Stake in Dimensional U.S. Targeted Value ETF $DFAT

by · The Markets Daily

Financial Harvest LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 5.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 487,424 shares of the company’s stock after acquiring an additional 24,599 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 18.0% of Financial Harvest LLC’s investment portfolio, making the stock its largest position. Financial Harvest LLC owned about 0.24% of Dimensional U.S. Targeted Value ETF worth $29,021,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of DFAT. CoreFirst Bank & Trust bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at about $26,000. CIBC Private Wealth Group LLC boosted its position in shares of 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 last quarter. IAG Wealth Partners LLC boosted its position in shares of 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 last quarter. Optima Capital LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $60,000. Finally, JPL Wealth Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at about $74,000.

Dimensional U.S. Targeted Value ETF Trading Up 0.9%

Shares of DFAT opened at $67.72 on Wednesday. The company has a market cap of $13.80 billion, a PE ratio of 12.39 and a beta of 0.99. The stock has a 50-day moving average price of $65.25 and a 200-day moving average price of $63.10. Dimensional U.S. Targeted Value ETF has a 12-month low of $51.50 and a 12-month high of $68.05.

About Dimensional U.S. Targeted Value ETF

(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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