Tandemgrowth Financial Advisors LLC Makes New $785,000 Investment in Dimensional U.S. Targeted Value ETF $DFAT

Tandemgrowth Financial Advisors LLC bought a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 13,178 shares of the company’s stock, valued at approximately $785,000. Dimensional U.S. Targeted Value ETF makes up about 0.7% of Tandemgrowth Financial Advisors LLC’s holdings, making the stock its 16th biggest holding.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. CoreFirst Bank & Trust bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at $26,000. CIBC Private Wealth Group LLC raised its holdings 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 purchasing an additional 243 shares in the last quarter. IAG Wealth Partners LLC raised its holdings 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 purchasing an additional 663 shares in the last quarter. Optima Capital LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at $60,000. Finally, JPL Wealth Management LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at $74,000.

Dimensional U.S. Targeted Value ETF Trading Up 1.8%

Dimensional U.S. Targeted Value ETF stock opened at $68.92 on Friday. The company has a market capitalization of $14.05 billion, a P/E ratio of 12.39 and a beta of 0.97. The firm’s fifty day simple moving average is $66.21 and its 200-day simple moving average is $63.74. Dimensional U.S. Targeted Value ETF has a 1-year low of $52.27 and a 1-year high of $68.93.

Dimensional U.S. Targeted Value ETF Company 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.