Northern Financial Advisors Inc Invests $225,000 in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Northern Financial Advisors Inc purchased a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 4,293 shares of the company’s stock, valued at approximately $225,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Aviance Capital Partners LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 3.8% during the 4th quarter. Aviance Capital Partners LLC now owns 30,876 shares of the company’s stock worth $1,616,000 after acquiring an additional 1,131 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.7% in the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 848,654 shares of the company’s stock valued at $44,410,000 after acquiring an additional 14,586 shares in the last quarter. Private Advisor Group LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 2.8% in the 4th quarter. Private Advisor Group LLC now owns 47,817 shares of the company’s stock worth $2,502,000 after buying an additional 1,300 shares in the last quarter. Spire Wealth Management boosted its position in shares of Dimensional U.S. Targeted Value ETF by 0.3% during the 4th quarter. Spire Wealth Management now owns 178,020 shares of the company’s stock valued at $8,992,000 after purchasing an additional 609 shares in the last quarter. Finally, Clifford Swan Investment Counsel LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at $225,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA:DFAT traded up $0.04 during mid-day trading on Tuesday, hitting $53.11. The stock had a trading volume of 269,775 shares, compared to its average volume of 246,899. The company has a market cap of $9.83 billion, a PE ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 12-month low of $41.73 and a 12-month high of $54.64. The company’s 50 day moving average is $52.25 and its 200-day moving average is $50.14.

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.