Navigate Wealth Management LLC purchased a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) during the first quarter, according to its most recent filing with the SEC. The fund purchased 32,069 shares of the company’s stock, valued at approximately $2,128,000. Dimensional U.S. Targeted Value ETF comprises about 1.5% of Navigate Wealth Management LLC’s portfolio, making the stock its 17th largest holding.
Several other hedge funds have also bought and sold shares of the stock. CIBC Private Wealth Group LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 59.0% during the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after purchasing an additional 243 shares in the last quarter. Timmons Wealth Management LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth about $50,000. Optima Capital LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth about $60,000. JPL Wealth Management LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter worth about $74,000. Finally, Modus Advisors LLC bought a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter valued at approximately $82,000.
Dimensional U.S. Targeted Value ETF Stock Performance
Shares of Dimensional U.S. Targeted Value ETF stock opened at $69.65 on Monday. The firm has a market cap of $14.26 billion, a PE ratio of 12.39 and a beta of 0.97. The stock has a 50 day moving average of $67.93 and a 200 day moving average of $65.13. Dimensional U.S. Targeted Value ETF has a 12 month low of $52.83 and a 12 month high of $70.43.
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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